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Christopher V Lamberto

Morgan Stanley

New York, NY

CRD 7177653

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-14
NY RA APPROVED 2022-01-31
  • TX RA
    APPROVED
    Since 2022-02-14
  • NY RA
    APPROVED
    Since 2022-01-31

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adelphi University Garden City NY 09/2016 10/2021
St. Edmunds Prep Brooklyn NY 09/2012 09/2016
Morgan Stanley Smith Barney Llc New York NY 01/2022 Present
Seven Points Capital New York NY 12/2019 10/2021
  • 09/2016 → 10/2021
    Adelphi University
    Garden City, NY
  • 09/2012 → 09/2016
    St. Edmunds Prep
    Brooklyn, NY
  • 01/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 12/2019 → 10/2021
    Seven Points Capital
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 2021-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2021-10-18
Other Names
  • Christopher Lamberto

View on SEC IAPD

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