Adviser and broker representative · Td Private Client Wealth LLC
Kevin F. Lamberson
CRD 6150845 · Princeton, NJ
At a glance
Kevin F. Lamberson is an investment adviser representative with Td Private Client Wealth LLC in Princeton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2014, about 12 years ago. Kevin is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Td Private Client Wealth LLCSince July 2026Princeton, NJ · $8.6B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.