Steven Lane has been an investment adviser representative at Carrera Capital Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners.
Carrera Capital Advisors, LLC is a Troy, MI firm with $969M under management, 998 clients and 12 advisers in one office, as of its July 2026 filing.
- Carrera Capital AdvisorsCurrent– present · 2 yearsTroy, MI · Adviser representative · Firm CRD 330834
Investment adviser representative registrations
Steven Lane is registered as an investment adviser representative in Michigan, since May 2024.
- MichiganSince 20 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 February 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 2001 |
| Series 7 | General Securities Representative Examination | 13 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Geoffrey Lane
- CRD
- 4407175
- Firm
- Carrera Capital Advisors · CRD 330834
- Office
- 901 WILSHIRE DRIVE, SUITE 565, Troy, MI 48084-5611
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Lane work?
Steven Lane is an investment adviser representative registered through Carrera Capital Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Steven Lane a financial advisor?
Yes. Steven Lane has a current investment-adviser registration in Michigan, through Carrera Capital Advisors since May 2024.
How many years of experience does Steven Lane have?
Steven Lane has 25 years in the financial industry, since July 2001, across 1 adviser firm.
What exams has Steven Lane passed?
Steven Lane has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2001. FINRA credited Steven Lane with the SIE, which began in October 2018.
Where is Steven Lane based?
Steven Lane’s registered office is in Troy, MI.
Is Steven Lane registered with FINRA?
No. Steven Lane has no current broker registration.
How can I verify Steven Lane’s record?
Search CRD 4407175 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Lane’s full registration record.
