Frederick Lane has been Chief Executive Officer & Chief Investment Officer of Lane Generational since June 2020, is a control person of the firm and directly owns under 5% of it. Frederick Lane holds an AB from Harvard University.
Lane Generational LLC is a firm with $139M under management, 50 clients and 2 advisers across 3 offices, as of its May 2026 filing.
Frederick Lane is Founder, CEO and CIO of Lane Generational. He leads all investment management activities at the firm. Before founding Lane Generational in September 2020, he was Senior Vice President, Investments at Raymond James & Associates, Inc. from October 2014 to September 2020, and Vice Chairman, Investment Banking there from May 2009 to October 2014.
Frederick Lane’s longest registration is the current one, 6 years at Lane Generational since 2020. Before joining Lane Generational in 2020, Frederick Lane was registered through Raymond James & Associates, Inc.
- Raymond James & Associates, Inc.– · 2 yearsBoston, MA · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Frederick Lane is registered as an investment adviser representative in 3 states. The first approvals date from August 2020; the most recent is Florida, in February 2022.
- FloridaSince 2 February 2022
- MassachusettsSince 28 August 2020
- TexasSince 19 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2002 |
| Series 24 | General Securities Principal Examination | 12 August 2002 |
| Series 7 | General Securities Representative Examination | 15 March 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Frederick Carpenter Lane
- CRD
- 1469843
- Firm
- Lane Generational · CRD 309619
- Role
- Chief Executive Officer & Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- November 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanegenerational.com
Where does Frederick Lane work?
Frederick Lane has been Chief Executive Officer & Chief Investment Officer of Lane Generational LLC since June 2020, and is a control person of the firm.
Is Frederick Lane a financial advisor?
Yes. Frederick Lane has a current investment-adviser registration in Florida, Massachusetts and Texas, through Lane Generational since August 2020.
How many years of experience does Frederick Lane have?
Frederick Lane has 38 years in the financial industry, since November 1987, across 2 adviser firms.
What exams has Frederick Lane passed?
Frederick Lane has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1986. FINRA credited Frederick Lane with the SIE, which began in October 2018.
Is Frederick Lane registered with FINRA?
No. Frederick Lane has no current broker registration.
How can I verify Frederick Lane’s record?
Search CRD 1469843 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frederick Lane’s full registration record.
