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William Edgar Lane

CURVE ASSET MANAGEMENT, INC.·ST. PETERSBURG, Florida
SIE, Series 7, Series 8, Series 24, Series 63Clean recordCURVE ASSET MANAGEMENT, INC.
300 BEACH DRIVE, ST. PETERSBURG, FL 33701CRD# 2047408Firm CRD# 168797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Edgar Lane · ST. PETERSBURG, FL
Registration
CRD #2047408 · CURVE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CURVE ASSET MANAGEMENT, INC.
CRD 168797 · SEC 801-79014
AUM
$594M
Regulatory assets under management
Employees
14
4 client accounts
Services offered by CURVE ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CURVE ASSET MANAGEMENT, INC. →
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Frequently Asked Questions

What services does William Edgar Lane offer?
William Edgar Lane specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are William Edgar Lane's credentials?
William Edgar Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edgar Lane located?
William Edgar Lane is based in ST. PETERSBURG, Florida, working with CURVE ASSET MANAGEMENT, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does William Edgar Lane charge for services?
William Edgar Lane's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURVE ASSET MANAGEMENT, INC.?
CURVE ASSET MANAGEMENT, INC. has approximately 14 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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