Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Lambrecht is an investment advisor representative with Savvy, a firm with offices in Pleasanton, CA and New York, NY. Michael has been in the financial services industry since 1992, and has experience with a variety of investment products and services, including portfolio management, financial planning, and educational seminars. Michael's experience includes previous roles at Charles Schwab & Co., Inc., Spear, Leeds & Kellogg, L.P., Gruntal & Co., L.L.C., Salomon Smith Barney Inc., and Lehman Brothers Inc. Michael is a licensed investment advisor representative in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/14/2025 - Present
Savvy (Pleasanton CA)
CA
10/15/2002 - 06/13/2016
CHARLES SCHWAB & CO., INC. (PLEASANTON CA)
NY
06/26/2000 - 05/30/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
TX
09/13/1999 - 07/19/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/09/1998 - 06/28/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/31/1993 - 11/25/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/07/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/19/1992 - 02/12/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/12/1989 - 06/02/1992
CANTOR FITZGERALD (JAPAN) LIMITED
NY
06/08/1988 - 06/02/1992
CANTOR FITZGERALD SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 04/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Lambrecht is the right advisor for you? Invested Better is here to help.
