linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Vance Milic

Douglas C. Lane & Associates

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Vance Milic

Marc Vance Milic is a financial advisor with Douglas C. Lane & Associates. Marc has been in the industry since 1999 and holds the Series 7 license. Marc is also a Certified Financial Planner. Marc provides financial planning, portfolio management for individuals and businesses, and credit, cash management, and insurance solutions.

Firm Information

Marc Milic 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Milic’s Registration & Firm History

NY

11/18/2021 - Present

Douglas C. Lane & Associates (NEW YORK NY)

NY

10/16/2000 - 03/13/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

12/22/1999 - 10/16/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

Not sure if Marc Vance Milic is right for you?

Licenses & Designations

BC

Issued 12/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Vance Milic.
Not sure if Marc Vance Milic is right for you?