Matthew
Vetto

Douglas C. Lane & Associates

CRD#2112848
Investment Advisor
in New York, NY

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About this Advisor

Matthew Vetto is a financial advisor based in New York, New York, working with Douglas C. Lane & Associates. Matthew has previously held a position at Douglas C Lane & Associates. Matthew has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Douglas C. Lane & Associates, which operates out of New York, New York. 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

Series 63, Chartered Financial Analyst

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

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor
New York, NY 10017

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Douglas C. Lane & Associates Brokerage Details

Total Assets Under Management

$7,601,940,178

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

38

NY Average: 88
Total Number of Accounts

5,520

NY Average: 3,892
Average Account Size

$1,377,163

NY 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

Matthew Vetto Work History

2005 - Present (19 years)

Douglas C Lane & Associates

Disclosures

Please visit the SEC profile of Matthew Vetto 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
Frasier Esty
New York, NY
Kaitlin Weidner
New York, NY
Charles Bustin
New York, NY
Daniel Meneses
New York, NY
Kevin Walden
Laguna Beach, CA
Robert Lane
Boca Grande, FL
Matthew Vetto
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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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.

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