Alexander Lane (CRD# 2266334) is an Investment Advisor Representative working at William Blair & Company LLC in Stamford, CT and has over 31 years of experience in the finance industry.
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 2963357
Hsbc Securities (usa) Inc.
CRD# 4896689
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Blair | Chicago, IL | Sep 2021 - Current | 2 |
| Td Bank, N.a. | Wilton, CT | Jun 2021 - Sep 2021 | < 1 |
| Td Private Client Wealth LLC | New York, NY | Jan 2015 - Sep 2021 | 6 |
| Td Bank, N.a. | New York, NY | Jan 2015 - Jun 2021 | 6 |
| Td Private Client Wealth LLC | Wilton, CT | Oct 2012 - Jan 2015 | 2 |
| Td Bank, N.a. | Wilton, CT | Oct 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- CT
-
Total Assets Under Management49,981MILLIONS
-
Total Number of Accounts49,755ACCOUNTS
-
Average Account Value$1,004,549
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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