Robert David Lane

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Madison, CT
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Madison, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-06-01 → 2015-04-15
  Morgan Stanley
  Madison, CT
  New Haven, CT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New Haven, CT
  Madison, CT
• 1991-08-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  New Haven, CT
  New Haven, CT
  Madison, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-03
• S63 Uniform Securities Agent State Law Examination
  1979-11-07