Unclaimed Profile

Thomas Andrew Lane

LANE AND ASSOCIATES LLC·MOORESTOWN, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63Clean record22 years registeredLANE AND ASSOCIATES LLC

155 E. 3RD STREET, MOORESTOWN, NJ 08057CRD# 1251148Firm CRD# 165321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Andrew Lane · MOORESTOWN, NJ

Registration

CRD #1251148 · LANE AND ASSOCIATES LLC · 22 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Aug 2025 – present

LANE HIPPLE - WEALTH MANAGEMENT GROUP

Oct 2013 – Dec 2025

MOORESTOWN, NJ

VSR ADVISORY SERVICES

May 2006 – Sep 2013

MOORESTOWN, NJ

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Sep 2003 – May 2006

MOORESTOWN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · September 16, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANE AND ASSOCIATES LLC

CRD 165321 · SEC 801-112841

AUM

$314M

Regulatory assets under management

Employees

937 client accounts

Services offered by LANE AND ASSOCIATES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LANE AND ASSOCIATES LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Andrew Lane offer?

Thomas Andrew Lane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are Thomas Andrew Lane's credentials?

Thomas Andrew Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Andrew Lane located?

Thomas Andrew Lane is based in MOORESTOWN, New Jersey, working with LANE AND ASSOCIATES LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does Thomas Andrew Lane charge for services?

Thomas Andrew Lane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANE AND ASSOCIATES LLC?

LANE AND ASSOCIATES LLC has approximately 7 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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