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Ryan Scott Lambuth

ATRIA INVESTMENTS, INC.·CHARLOTTE, North Carolina
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5925 CARNEGIE BLVD, CHARLOTTE, NC 28209CRD# 5382199Firm CRD# 143593
01

About

Ryan Scott Lambuth is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with ATRIA INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ATRIA INVESTMENTS, INC.
ADHESION WEALTH ADVISOR SOLUTIONS
AUM
$10.8B
Regulatory assets under management
Employees
50
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5382199
Firm CRD# 143593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Scott Lambuth offer?
Ryan Scott Lambuth specializes in Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Ryan Scott Lambuth's credentials?
Ryan Scott Lambuth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Scott Lambuth located?
Ryan Scott Lambuth is based in CHARLOTTE, North Carolina, working with ATRIA INVESTMENTS, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Ryan Scott Lambuth charge for services?
Ryan Scott Lambuth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATRIA INVESTMENTS, INC.?
ATRIA INVESTMENTS, INC. has approximately 50 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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