Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Lane has been in the financial services industry since 1979. He is currently registered with Douglas C. Lane & Associates and is pursuing registration in Florida. Prior to his current role, Robert David Lane was employed by several firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine Webber Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. He holds several securities licenses including the Series 7, 3, 5, and 63 licenses. Robert David Lane also holds the Series 65 license and is registered as an Investment Advisor Representative in Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Douglas C. Lane & Associates (Boca Grande FL)
CT
06/01/2009 - 04/15/2015
MORGAN STANLEY (MADISON CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON CT)
CT
05/02/1988 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON CT)
NA
10/12/1984 - 05/16/1988
PAINEWEBBER INCORPORATED
NA
11/01/1979 - 10/12/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 02/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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