Douglas C. Lane & Associates

Investment Advisor
in Boca Grande, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Lane is a financial advisor operating in Boca Grande, Florida who has 7 years of relevant experience. Lane is an employee of Douglas C. Lane & Associates. Lane has gained experience at Dcla Partners LLC and Douglas C. Lane & Associates, Inc. Lane holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Florida and Texas. Douglas C. Lane & Associates is an advisory business based in New York, NY. The investment advisory business has offices in two locations and a total of 36 advisors. It controls $7 billion in assets among its 5,653 accounts, making it one of the largest firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,653 customer accounts, 71% belong to high-net-worth investors who have at least $1 million in assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically depend on which service is offered. Fees charged by Douglas C. Lane & Associates typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

341 Palm Avenue
Boca Grande, FL 33921

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Douglas C. Lane & Associates Brokerage Details

Total Assets Under Management


FL Average: $7,464,549,021
Total Number of Employees


FL Average: 88
Total Number of Accounts


FL Average: 3,892
Average Account Size


FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Douglas Lane Work History

Douglas has been registered as a financial advisor for 7 years.*

2016 - 2020 (4 years)

Dcla Partners LLC

1994 - 2015 (21 years)

Douglas C. Lane & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Douglas Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Douglas C. Lane & Associates

Cole Hansen
New York, NY
Charles Bustin
New York, NY
Frasier Esty
New York, NY
Kevin Walden
Laguna Beach, CA
Daniel Meneses
New York, NY
Amanda Tappen
New York, NY
Robert Lane
Boca Grande, FL
Kelleen Kiely
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started