Michael
Razewski

Douglas C. Lane & Associates

CRD#4695868
Investment Advisor
in New York, NY

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About this Advisor

Michael Razewski is a financial advisor based in New York, New York with 2 years of industry experience. Razewski works at Douglas C. Lane & Associates. Throughout their career, they have worked at Douglas C. Lane & Associates and Merrill Lynch, Pierce, Fenner & Smith Inc. Razewski holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Douglas C. Lane & Associates is a registered investment business based out of New York, NY. The company has offices in two locations and a total of 36 employees. It administers $7 billion in assets across its 5,653 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 5,653 accounts, 71% are held by high-net-worth individuals who have more than $1 million in assets. Douglas C. Lane & Associates performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees are based on which services are provided. Fee types billed by Douglas C. Lane & Associates typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

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

$7,045,878,431

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

36

NY Average: 88
Total Number of Accounts

5,653

NY Average: 3,892
Average Account Size

$1,246,396

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

Michael Razewski Work History

Michael has been registered as a financial advisor for 2 years.*

2005 - Present (19 years)

Douglas C. Lane & Associates

2003 - Present (21 years)

Merrill Lynch, Pierce, Fenner & Smith 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 Michael Razewski 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
Daniel Meneses
New York, NY
Amanda Tappen
New York, NY
Kevin Walden
Laguna Beach, CA
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 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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