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Matthew Lee Vetto

Douglas C. Lane & Associates

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About Matthew Lee Vetto

Matthew Lee Vetto is a financial advisor currently registered with Douglas C. Lane & Associates. Matthew has over 20 years of experience in the financial services industry. Previously, he worked at Citigroup Global Markets Inc. and Salomon Brothers Inc. Matthew holds the Series 7, Series 63, and Series 87 securities licenses and is a Chartered Financial Analyst. Matthew specializes in providing investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.

Firm Information

Matthew Vetto 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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Matthew Vetto’s Registration & Firm History

NY

11/18/2021 - Present

Douglas C. Lane & Associates (NEW YORK NY)

NY

09/01/1998 - 08/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

09/26/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

09/05/1991 - 12/07/1992

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lee Vetto.
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