Unclaimed Profile

Paul Spencer Lambert

WASATCH ADVISORS LP·SALT LAKE CITY, Utah

Series 7, Series 63, Series 65Clean record20 years registeredWASATCH ADVISORS LP

505 WAKARA WAY, SALT LAKE CITY, UT 84108CRD# 4027152Firm CRD# 106081

Profile Verification

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

Identity

Paul Spencer Lambert · SALT LAKE CITY, UT

Registration

CRD #4027152 · WASATCH ADVISORS LP · 20 years registered

Brand Profile

Not yet started

Career History

WASATCH ADVISORS LP

Dec 2005 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 13, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASATCH ADVISORS LP

CRD 106081 · SEC 801-11095

AUM

$26.7B

Regulatory assets under management

Employees

237 client accounts

Services offered by WASATCH ADVISORS LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at WASATCH ADVISORS LP →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Spencer Lambert offer?

Paul Spencer Lambert specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Paul Spencer Lambert's credentials?

Paul Spencer Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Spencer Lambert located?

Paul Spencer Lambert is based in SALT LAKE CITY, Utah, working with WASATCH ADVISORS LP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Paul Spencer Lambert charge for services?

Paul Spencer 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 WASATCH ADVISORS LP?

WASATCH ADVISORS LP has approximately 90 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →