Unclaimed Profile

John Lane

DOUGLAS C. LANE & ASSOCIATES, INC.·NEW YORK, New York

Clean recordDOUGLAS C. LANE & ASSOCIATES, INC.

777 THIRD AVENUE, NEW YORK, NY 10017-1307CRD# 6176986Firm CRD# 104882

Profile Verification

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

Identity

John Lane · NEW YORK, NY

Registration

CRD #6176986 · DOUGLAS C. LANE & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Lane is a registered financial advisor based in NEW YORK, New York, affiliated with DOUGLAS C. LANE & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DOUGLAS C. LANE & ASSOCIATES, INC.

AUM

$4.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOUGLAS C. LANE & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6176986

Firm CRD# 104882

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Frequently Asked Questions

What services does John Lane offer?

John Lane specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.

What are John Lane's credentials?

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

Where is John Lane located?

John Lane is based in NEW YORK, New York, working with DOUGLAS C. LANE & ASSOCIATES, INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does John Lane charge for services?

John 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 DOUGLAS C. LANE & ASSOCIATES, INC.?

DOUGLAS C. LANE & ASSOCIATES, INC. has approximately 32 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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