Lane Steven Bucklan
Investment adviser representative at Clinton Investment Management, LLC
20 yearsExperience
1 stateRegistered in
$3.9BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Clinton Investment Management, LLCNov 2023 to now
- Coast Capital Management, LPFeb 2023 to Oct 2023
- UnemployedDec 2022 to Feb 2023
- Leargas Capital LLCOct 2022 to Dec 2022
- Iridian Asset Management LLCMar 2003 to Oct 2022
- Iam Capital CoporationMar 2003 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CT).
Clinton Investment Management, LLC
$3.9BAssets managed
2,146Clients
11Advisers
18 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
- 2519156
- Firm CRD
- 143599