Robert
Lane
Douglas C. Lane & Associates
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About this Advisor
Robert Lane is a financial advisor working in Boca Grande, Florida with a total of 2 years of industry experience. Lane works at Douglas C. Lane & Associates. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lane maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Douglas C. Lane & Associates is a company that has its headquarters in New York, NY. The firm has offices in two locations and a total of 36 employees. It controls $7 billion in assets between its 5,653 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 5,653 customer accounts, 71% are associated with high-net-worth clients who have more than $1 million in investable assets. Douglas C. Lane & Associates provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors largely vary depending on the services offered. Fees charged by Douglas C. Lane & Associates typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Douglas C. Lane & Associates Brokerage Details
$7,045,878,431
36
5,653
$1,246,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Robert Lane Work History
Robert has been registered as a financial advisor for 2 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., 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.
Disclosures
Please visit the SEC profile of Robert 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
New York, NY
New York, NY
New York, NY
Laguna Beach, CA
New York, NY
New York, NY
Boca Grande, FL
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 profile-compliance@smartasset.com.
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