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Investment Advisor Representitive · Financial Management Strategies, Inc.

Daniel J. Lane

CRD 4521546 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Management Strategies, Inc., an SEC-registered wealth manager based in Broadview HTS., OH with $714 million in regulatory assets, lists Daniel J. Lane on its Form ADV as Investment Advisor Representitive.

Firms and roles

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Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Jeffrey C. KnoxPresident, Financial Management Strategies, Inc.
  • Charles B. ElliottVice President - Portfolio Management & Financial Planning, Financial Management Strategies, Inc.
  • Jennifer L. SoltisChief Compliance Officer, Financial Management Strategies, Inc.
  • Carl J. CamilloInvestment Adviser Representative, Financial Management Strategies, Inc.
  • Geoffrey F. NovackInvestment Adviser Representative, Financial Management Strategies, Inc.

2 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.