Alexander Lane
Alexander Lane is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Stamford, CT, with 29 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6 Landmark Square, Landmark Square Center, Stamford, CT, 06901-2792
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alexander works as a snowboard instructor at Windham Mountain Snow Sports School during weekends in the winter, plus Christmas and winter break. He receives a season pass and nominal cash compensation for teaching beginners how to snowboard.
Employment History
Current Registrations
William Blair
William Blair & Company L.L.C.
William BlairBroker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Citigroup Global Markets INC.Broker
Pimco Funds Distributors LLCBroker
Prudential Securities IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Gianni Dimeglio, CFPWilliam Blair & Company L.L.C.
- Judith Havard, CFAStratos Wealth Partners, LTD
- Haoqi Zhang, CFAO'shaughnessy Asset Management, LLC
- Jacob Lambert, CFPTortoise Investment Management, LLC
- Eric Meermann, CFPPalisades Hudson Asset Management, L.P.
- David Altman, CFPAlliancebernstein L.P.