Unclaimed Profile

Michael Scott Lamb

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio

Clean record26 years registeredMONETARY SOLUTIONS, LTD.

3066 KETTERING BLVD, DAYTON, OH 45439CRD# 4549982Firm CRD# 121217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Scott Lamb · DAYTON, OH

Registration

CRD #4549982 · MONETARY SOLUTIONS, LTD. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONETARY SOLUTIONS, LTD.

MONETARY SOLUTIONS, LTD.

Jan 2000 – Dec 2024

DAYTON, OH

Registrations & Exams

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONETARY SOLUTIONS, LTD.

CRD 121217 · SEC 801-120450

AUM

$128M

Regulatory assets under management

Employees

142 client accounts

Services offered by MONETARY SOLUTIONS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONETARY SOLUTIONS, LTD. →

Introduction

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Frequently Asked Questions

What services does Michael Scott Lamb offer?

Michael Scott Lamb specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Scott Lamb's credentials?

Michael Scott Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Scott Lamb located?

Michael Scott Lamb is based in DAYTON, Ohio, last registered with MONETARY SOLUTIONS, LTD..

How does Michael Scott Lamb charge for services?

Michael Scott Lamb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONETARY SOLUTIONS, LTD.?

MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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