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Steven J. Lamb

HEARTLAND INDUSTRIAL GROUP, LLC·STAMFORD, Connecticut
Clean recordHEARTLAND INDUSTRIAL GROUP, LLC
177 BROAD STREET, STAMFORD, CT 06901-5003CRD# 6028663Firm CRD# 161323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven J. Lamb · STAMFORD, CT
Registration
CRD #6028663 · HEARTLAND INDUSTRIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven J. Lamb is a registered financial advisor based in STAMFORD, Connecticut, affiliated with HEARTLAND INDUSTRIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HEARTLAND INDUSTRIAL GROUP, LLC
HEARTLAND INDUSTRIAL GROUP, LLC
AUM
$221M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at HEARTLAND INDUSTRIAL GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6028663
Firm CRD# 161323
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven J. Lamb offer?
Steven J. Lamb specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Steven J. Lamb's credentials?
Steven J. Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven J. Lamb located?
Steven J. Lamb is based in STAMFORD, Connecticut, working with HEARTLAND INDUSTRIAL GROUP, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Steven J. Lamb charge for services?
Steven J. Lamb's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEARTLAND INDUSTRIAL GROUP, LLC?
HEARTLAND INDUSTRIAL GROUP, LLC is a registered investment adviser with the SEC, managing $221M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at HEARTLAND INDUSTRIAL GROUP, LLC

Daniel Platt Tredwell
STAMFORD, CT

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Research
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