Alexander
Lane

Td Private Client Wealth LLC

CRD#2266334
Investment Advisor
in New York, NY
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About this Advisor

Alexander Lane is a chartered financial analyst operating out of New York, New York, who has 20 years in the industry. Lane is an employee of Td Private Client Wealth LLC. Their career trajectory has included roles at Td Private Client Wealth LLC, Citigroup Global Markets Inc and Td Bank, N.A. Lane has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Connecticut, Delaware, Washington, D.c., Florida, Maine, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Wisconsin and Texas. Td Private Client Wealth LLC is a registered investment business based in New York, New York. The investment advisory business has offices in 33 locations and a total of 231 people on staff. It manages $3 billion in assets across its 2,389 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 60 charitable organizations. Of its 2,389 customer accounts, 20% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually depend on which services are offered. Fee types charged by Td Private Client Wealth LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

444 Madison Avenue
New York, NY 10022

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Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$3,239,132,451

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

262

NY Average: 88
Total Number of Accounts

3,065

NY Average: 3,892
Average Account Size

$1,056,813

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alexander Lane Work History

Alexander has 20 years of experience.

2015 - Present (4 years)

Td Bank, N.A

2015 - Present (4 years)

Td Private Client Wealth LLC

2012 - 2015 (3 years)

Td Private Client Wealth LLC

2012 - 2015 (3 years)

Td Bank, N.A

2009 - 2012 (3 years)

Td Bank, N.A

1998 - 2009 (11 years)

Citigroup Global Markets Inc

Disclosures

Alexander Lane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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