Burns Financial Advisors
41yrs
Top advisor by experience in Independence
4yrs
Robert Lambert
Full name on record: Robert John Lambert
Financial advisor at Strategic Wealth Partners
Based in Independence, Ohio, Robert Lambert is a financial advisor with 4 years of industry experience. Robert has been with Strategic Wealth Partners since 2022. Robert holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office5005 Rockside Road Suite 1200, Independence, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$422,293
Advisors at the firm21
States licensed ?1 state
Services through Strategic Wealth Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowSWP Investment Management LLCCurrent
- 2022 – nowStrategic Wealth Partners, LTD.Current firm
Contact Robert
(216) 800-9000Strategic Wealth Partners main office 5005 Rockside Road Suite 1200Independence, OH 44131Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Strategic Wealth Partners at (216) 800-9000 and ask for Robert Lambert. Robert works from the Independence, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Strategic Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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.
Other advisors nearby
Ameriprise Financial Services
41yrs
Top 1% by experience in Independence
Cetera Investment Advisers
40yrs
Top 1% by experience in Independence
Strategic Wealth Partners
38yrs
Top advisor by experience at Strategic Wealth Partners
Behlke Financial
38yrs
Top 2% by experience in Independence
Commonwealth Financial Network
37yrs
Top 3% by experience in Independence