Matthew Lambert has been an investment adviser representative at Power Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners. Matthew Lambert holds a Degree in Finance and Financial Management from the University of Missouri-Columbia.
Power Wealth Management LLC is an Alpharetta, GA firm with $430M under management, 253 clients and 6 advisers across 3 offices, as of its September 2026 filing.
Matthew Lambert is Senior Wealth Advisor of Power Wealth Management, based in Alpharetta, GA. He has nearly two decades of advisory experience and develops and implements financial strategies tailored to each client's situation. Before joining the firm, he was a Vice President at one of the world's largest investment firms, specializing in portfolio construction and retirement income planning.
Matthew Lambert’s longest registration was 7 years at Amerivest Investment Management, LLC (2007–2015). Before joining Power Wealth Management in 2024, Matthew Lambert was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- Power Wealth ManagementCurrent– present · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 315101
- Fidelity Personal and Workplace Advisors– · 5 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 104555
- The Mutual Fund Store– · under a yearAtlanta, GA · Adviser representative · Firm CRD 159152
- Amerivest Investment Management, LLC– · 7 yearsAtlanta, GA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 7 yearsAtlanta, GA · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Matthew Lambert is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- GeorgiaSince 22 April 2024
- TexasSince 11 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 June 2007 |
| Series 7 | General Securities Representative Examination | 6 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Brian Lambert
- CRD
- 5125462
- Firm
- Power Wealth Management · CRD 315101
- Office
- 2400 LAKEVIEW PKWY, SUITE 675, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- powerwealthmanagement.com
Where does Matthew Lambert work?
Matthew Lambert is an investment adviser representative registered through Power Wealth Management LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Lambert a financial advisor?
Yes. Matthew Lambert has a current investment-adviser registration in Georgia and Texas, through Power Wealth Management since April 2024.
How many years of experience does Matthew Lambert have?
Matthew Lambert has 20 years in the financial industry, since August 2006, across 6 adviser firms.
What exams has Matthew Lambert passed?
Matthew Lambert has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Matthew Lambert with the SIE, which began in October 2018.
Where did Matthew Lambert work before Power Wealth Management?
Before Power Wealth Management, Matthew Lambert was registered through Fidelity Personal and Workplace Advisors, July 2018 to April 2024; Strategic Advisers LLC, July 2015 to July 2018; The Mutual Fund Store, March 2015 to June 2015; Amerivest Investment Management, LLC, September 2007 to March 2015; TD Ameritrade, Inc., September 2007 to March 2015.
Where is Matthew Lambert based?
Matthew Lambert’s registered office is in Alpharetta, GA.
Is Matthew Lambert registered with FINRA?
No. Matthew Lambert has no current broker registration.
How can I verify Matthew Lambert’s record?
Search CRD 5125462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lambert’s full registration record.
