Robert
Lane
Douglas C. Lane & Associates
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About this Advisor
Robert Lane is a financial advisor based in Boca Grande, Florida, working with Douglas C. Lane & Associates. Robert has previously held positions at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Douglas C. Lane & Associates, which operates out of Boca Grande, Florida. The firm has 2 offices and 38 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Douglas C. Lane & Associates includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Douglas C. Lane & Associates Brokerage Details
$7,601,940,178
38
5,520
$1,377,163
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
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
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
New York, NY
Laguna Beach, CA
New York, NY
Boca Grande, FL
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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