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Alexander Mcadams Lane

Investment adviser representative at William Blair & Company L.L.C.
6 yearsExperience
2 statesRegistered in
CFADesignation
$64.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

6 years in the industry.

  1. William BlairSep 2021 to now
  2. TD Bank, N.A.Jan 2015 to Sep 2021
  3. TD Private Client Wealth LLCJan 2015 to Sep 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (CT, FL).

William Blair & Company L.L.C.

$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2266334
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
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