Kelleen Kiely
Investment adviser representative at Douglas C. Lane & Associates
21 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Douglas C. Lane & AssociatesApr 2021 to now
- Riverview Analytical SolutionsMay 2020 to Apr 2021
- Pzena Investment ManagementNov 2005 to May 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Douglas C. Lane & Associates
Legal name: Douglas Lane & Associates, LLC
$8.4BAssets managed
1,144Clients
16Advisers
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
- 7419792
- Firm CRD
- 282563