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Kelleen Kiely

Douglas C. Lane & Associates

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About Kelleen Kiely

Kelleen Kiely is a financial advisor at Douglas C. Lane & Associates. Kelleen has been in the industry for over 15 years and has experience in providing financial planning and portfolio management services. Previously, Kelleen worked at Riverview Analytical Solutions and Pzena Investment Management. Kelleen is a Chartered Financial Analyst and is registered with the state of New York.

Firm Information

Kelleen Kiely is currently registered with Douglas C. Lane & Associates. Douglas C. Lane & Associates is an investment advisor headquartered in New York, NY. They provide financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other clients. The firm also offers credit, cash management, and insurance solutions. They manage approximately $7.6 billion in assets.
Douglas C. Lane & Associates

ONE DAG HAMMARSKJOLD PLAZA

NEW YORK, NY 10017

$7.60B

Assets Under Management

3

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelleen Kiely’s Registration & Firm History

NY

11/18/2021 - Present

Douglas C. Lane & Associates (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelleen Kiely.
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