Matthew Brian Lambert

Current Employers

Employment History

• 06/2015 → 04/2024
  Fidelity Investments
  Atlanta, GA
• 07/2018 → 04/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2024 → Present
  Power Wealth Management
  Alpharetta, GA

Previous Registrations

• 2018-07-13 → 2024-04-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-07-02 → 2018-07-13
  Strategic Advisers Llc
  Atlanta, GA
• 2015-03-24 → 2015-06-01
  The Mutual Fund Store
  Atlanta, GA
  Overland Park, KS
• 2007-09-12 → 2015-03-03
  Td Ameritrade, Inc.
  Atlanta, GA
  Alpharetta, GA
• 2007-09-12 → 2015-03-03
  Td Ameritrade Investment Management, Llc
  Atlanta, GA
  Roswell, GA

Other Businesses

Mr. Lambert has been licensed as an independent insurance agent since 2015. In 2024, he became associated with Power Protection Strategies, LLC , a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. He earns commissions and other compensation when recommending insurance products. He spends as much as 10% of his time on these non-advisory activities.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-05
• S63 Uniform Securities Agent State Law Examination
  2007-06-15

Other Names

• Matt Lambert