RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Lisa Jeanne Lamb
- Designations
- CFPreportedballentinepartners.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ballentinepartners.com/team/lisa-lamb-cfpreportedballentinepartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ballentine Partners independent RIA currentsince Jan 22, 2021 · Waltham, Ma
- Commonwealth Financial Network national BDOct 6, 2014 to Dec 15, 2020 · Williamstown, Ma
- Ballentine Partners independent RIAMar 31, 2011 to Aug 22, 2014 · Waltham, Ma
- Commonwealth Financial Network to Ballentine Partnersleft Dec 15, 2020, registered Jan 22, 2021 (38 days) · Affiliated broker-dealer or bank to independent RIA
- Ballentine Partners to Commonwealth Financial Networkleft Aug 22, 2014, registered Oct 6, 2014 (45 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address