Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Daniel Meneses
Financial advisor at Douglas C. Lane & Associates
Daniel Meneses has worked in the financial industry for 5 years and is a financial advisor based in New York, New York. Daniel has been with Douglas C. Lane & Associates since 2021. Daniel holds the CFA designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeOne Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017
How the firm is paid ?Percent of assets
Typical client at the firm ?$7.13 million
Advisors at the firm16
States licensed ?1 state
Services through Douglas C. Lane & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowDouglas C. Lane & AssociatesCurrent firm
Contact Daniel
(212) 262-7670Douglas C. Lane & Associates main office One Dag Hammarskjold Plaza 885 Second Avenue, 42 FloorNew York, NY 10017Office · Get directions X (Twitter) pageDouglas C. Lane & Associates
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Douglas C. Lane & Associates at (212) 262-7670 and ask for Daniel Meneses. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Douglas C. Lane & Associates reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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