Michael Anthony Lambrecht

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-14

CA RA
APPROVED

Since 2025-01-14

Branch Locations

Pleasanton, CA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Integrated Wealth Counsel, Llc	Carmel Valley	CA	06/2016	03/2017
Iwc Asset Management, Llc	Pleasanton	CA	04/2017	12/2023
Farther Finance Advisors	Pleasanton	CA	10/2023	12/2024
Savvy	Pleasanton	CA	12/2024	Present

06/2016 → 03/2017

Integrated Wealth Counsel, Llc

Carmel Valley, CA
04/2017 → 12/2023

Iwc Asset Management, Llc

Pleasanton, CA
10/2023 → 12/2024

Farther Finance Advisors

Pleasanton, CA
12/2024 → Present

Savvy

Pleasanton, CA

Previous Registrations

2023-11-20 → 2024-12-17

Farther

Pleasonton, CA

San Francisco, CA
2018-05-30 → 2023-12-31

Iwc Asset Management Llc

Pleasanton, CA
2016-06-15 → 2016-12-21

Integrated Wealth Counsel, Llc

Pleasanton, CA
2006-04-18 → 2016-06-13

Charles Schwab & Co., Inc.

Pleasanton, CA

San Francisco, CA

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-06
S63	Uniform Securities Agent State Law Examination	1992-07-10

S66 Uniform Combined State Law Examination

2006-04-06
S63 Uniform Securities Agent State Law Examination

1992-07-10

Other Names

Michael Anthony Lambrecht

View on SEC IAPD