Stefan Lambert

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-08
VA	RA	APPROVED	2025-07-16

NY RA
APPROVED

Since 2026-04-08
VA RA
APPROVED

Since 2025-07-16

Branch Locations

Leesburg, VA • United States

1345 Ave Of The Americas, New York, NY 10105 • 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
Lincoln Financial Advisors	Philadelphia	PA	07/2012	02/2025
Lincoln Financial Securities	Philadelphia	PA	10/2021	02/2025
Osaic Wealth, Inc.	Scottsdale	AZ	01/2025	07/2025
Equitable Advisors, Llc	New York	NY	07/2025	Present
Equitable	Leesburg	VA	07/2025	Present

07/2012 → 02/2025

Lincoln Financial Advisors

Philadelphia, PA
10/2021 → 02/2025

Lincoln Financial Securities

Philadelphia, PA
01/2025 → 07/2025

Osaic Wealth, Inc.

Scottsdale, AZ
07/2025 → Present

Equitable Advisors, Llc

New York, NY
07/2025 → Present

Equitable

Leesburg, VA

Previous Registrations

2025-01-24 → 2025-07-16

Osaic Wealth, Inc.

Scottsdale, AZ
2012-07-27 → 2025-01-24

Osaic Fa, Inc.

Rockville, MD

Vienna, VA

Virginia Beach, VA

Radnor, PA

Fort Wayne, IN
2008-05-19 → 2012-07-19

Waddell & Reed

Vienna, VA

Owings Mills, MD
2003-10-30 → 2007-07-20

Ubs Financial Services Inc.

Mclean, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-17
S63	Uniform Securities Agent State Law Examination	1989-05-15

S65 Uniform Investment Adviser Law Examination

1992-11-17
S63 Uniform Securities Agent State Law Examination

1989-05-15