Robert John Lambert

Employer firm

Swp Investment Management LLC CRD 331314

$138M regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Strategic Wealth Partners, Ltd
  Independence, OH
• 08/2014 → 05/2018
  Ohio University
  Athens, OH
• 04/2024 → Present
  Swp Investment Management Llc
  Independence, OH

Other Businesses

Portfolio Manager at Strategic Wealth Partners, an investment advisory firm located at 5005 Rockside Rd, Independence, OH 44131. Responsible for portfolio management and investment strategy. Activity commenced June 4, 2018. Devotes approximately 160 hours per month, including 130 hours during securities trading hours. Investment related activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-21

Designations

• Chartered Financial Analyst