Douglas C. Lane & Associates

Douglas C. Lane & Associates (CRD# 282563) is a financial advisory firm headquartered in New York, NY. They manage $4,389,224,244 in 4,532 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,389
    MILLION
  • Total Number of Accounts
    4,532
    ACCOUNTS
  • Average Account Value
    $968,496
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Douglas C. Lane & Associates
Showing 1 - 4 of 4 top financial advisors.
1
Douglas C. Lane
CRD#: 2191360
777 Third Avenue, 38th Floor, New York, NY 10017
93
Wealthminder
score

Douglas Lane (CRD# 2191360) is an Investment Advisor Representative working at Douglas C. Lane & Associates in New York, NY and has over 24 years of experience in the finance industry.

2
Edward D. Dewees
CRD#: 2505417
777 Third Avenue, 38th Floor, New York, NY 10017
90
Wealthminder
score

Edward Dewees (CRD# 2505417) is an Investment Advisor Representative working at Douglas C. Lane & Associates in New York, NY and has 1 year of experience in the finance industry.

3
Sarat Sethi
CRD#: 2937931
777 Third Avenue, 38th Floor, New York, NY 10017
87
Wealthminder
score

Sarat Sethi (CRD# 2937931) is an Investment Advisor Representative working at Douglas C. Lane & Associates in New York, NY and has 1 year of experience in the finance industry.

4
John R. Sini
CRD#: 2817628
777 Third Avenue, 38th Floor, New York, NY 10017
87
Wealthminder
score

John Sini (CRD# 2817628) is an Investment Advisor Representative working at Douglas C. Lane & Associates in New York, NY and has 1 year of experience in the finance industry.

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