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David Kenneth Lane

GEODE CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
100 SUMMER STREET, BOSTON, MA 02110CRD# 2516957Firm CRD# 115504
01

About

David Kenneth Lane is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GEODE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GEODE CAPITAL MANAGEMENT, LLC
GEODE CAPITAL MANAGEMENT, LLC
AUM
$1062.8B
Regulatory assets under management
Employees
161
Total firm employees
View all advisors at GEODE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2516957
Firm CRD# 115504
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kenneth Lane offer?
David Kenneth Lane specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Kenneth Lane's credentials?
David Kenneth Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kenneth Lane located?
David Kenneth Lane is based in BOSTON, Massachusetts, working with GEODE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Kenneth Lane charge for services?
David Kenneth Lane's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC has approximately 161 employees and manages $1062.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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