Merrill
47yrs
Top advisor by experience in Poughkeepsie
12yrs
David Lambert is a fiduciary financial advisor in Poughkeepsie, New York, with 12 years in the industry. After a year at Merrill, David joined Morgan Stanley in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 142 advisors with offices in Poughkeepsie, and one of 126 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeBeechwood Office Park., 2678 South Road, Poughkeepsie, NY 12601
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMorgan StanleyCurrent firm
- Dec 2014 – Jan 2016MerrillPreviously
Contact David
Local office(845) 485-2815Ask for David. (914) 225-5510Main office · Purchase, NY Beechwood Office Park., 2678 South RoadPoughkeepsie, NY 12601Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (845) 485-2815 or the Morgan Stanley main office at (914) 225-5510, and ask for David Lambert.
How long has David been a financial advisor?
David has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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