Catherine Ann Lane
Investment adviser representative at Steward Partners Investment Advisory, LLC
9 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Steward Partners Investment Advisory, LLCOct 2025 to now
- Steward Partners Global Advisors, LLCOct 2025 to now
- Steward Partners Investment Solutions, LLCOct 2025 to now
- Woodforest National BankJan 2025 to Oct 2025
- UnemployedMar 2024 to Dec 2024
- Ameriprise Financial Services, LLCOct 2016 to Feb 2024
- Central Connecticut State UniversityMay 2016 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6717746
- Firm CRD
- 283004