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Marc Vance Milic

Douglas C. Lane & Associates

New York, NY

CRD 2471693

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Employer firm

Douglas C. Lane & Associates CRD 282563

$8.44B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Douglas C. Lane & Associates

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-18
  • NY RA
    APPROVED
    Since 2021-11-18

Branch Locations

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Douglas C. Lane & Associates New York NY 06/2002 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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