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Cynthia Lane

25 Years of Experience
Atlanta, GA
Broker

Cynthia Lane is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cynthia is involved with an estate in Richmond, TX since February 2021. This activity is investment-related and takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 2000 - April 2007 · 6 yrs 6 mos
State Registrations23 states
AKALARCACOCTFLGAILINKYLAMANCNJNYORSCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.