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David Scott Lambert

RIGHT SIDE CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
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649 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 6135508Firm CRD# 166062
01

About

David Scott Lambert is a registered financial advisor based in SAN FRANCISCO, California, affiliated with RIGHT SIDE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RIGHT SIDE CAPITAL MANAGEMENT, LLC
RIGHT SIDE CAPITAL MANAGEMENT, LLC
AUM
$272M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at RIGHT SIDE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6135508
Firm CRD# 166062
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Lambert offer?
David Scott Lambert specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are David Scott Lambert's credentials?
David Scott Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Lambert located?
David Scott Lambert is based in SAN FRANCISCO, California, working with RIGHT SIDE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does David Scott Lambert charge for services?
David Scott Lambert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIGHT SIDE CAPITAL MANAGEMENT, LLC?
RIGHT SIDE CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIGHT SIDE CAPITAL MANAGEMENT, LLC

Jeffrey James Pomeranz
SAN FRANCISCO, CA
Kevin Stewart Dick
SAN FRANCISCO, CA
Rafael Marc Furst
SAN FRANCISCO, CA

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Research
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