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Peter B Lambert

Keybanc Capital Markets Inc.

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About Peter B Lambert

Peter Lambert is a financial professional with over 13 years of experience in the industry. Peter has a strong track record of success in the financial services industry. Peter has held various positions at prominent firms such as Morgan Stanley and Keybanc Capital Markets Inc.. Currently, Peter is registered with Keybanc Capital Markets Inc. and is licensed to provide investment advice in several states.

Firm Information

Peter Lambert is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Lambert’s Registration & Firm History

TX

05/24/2024 - Present

Keybanc Capital Markets Inc. (Dallas TX)

TX

09/28/2017 - 05/24/2024

MORGAN STANLEY & CO. LLC (Dallas TX)

GA

12/22/2015 - 12/26/2017

MORGAN STANLEY (ATLANTA GA)

NY

11/28/2016 - 05/05/2017

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

05/06/2014 - 12/22/2015

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

01/01/2011 - 05/16/2014

MORGAN STANLEY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/12/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/30/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter B Lambert.
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