George R. Lane

THE CLARIUS GROUP

Seattle, WA 98104

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CRD#: 4839034

Professional summary

George Robert Lane, CFP®, who also goes by Rob Lane, is a registered financial advisor currently at THE CLARIUS GROUP, LLC located in Seattle, Washington.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. George has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Lane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

--ADMITTED TO WASHINGTON BAR IN JUNE 2004; WASHINGTON BAR LICENSE IS STILL CURRENT BUT NOT ACTIVELY PRACTICING LAW.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Robert Lane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 11, 2022 - Present

THE CLARIUS GROUP, LLC

Office #1: 999 Third Avenue, Suite 3050, Seattle, WA 98104

RIA

CRD#: 173347

Seattle, WA

Past

May 9, 2021 - August 27, 2021

JOSLIN CAPITAL ADVISORS LLC

RIA

CRD#: 288285

REDMOND, WA

Past

January 2, 2018 - April 19, 2021

WEALTHSPIRE ADVISORS

RIA

CRD#: 110666

SEATTLE, WA

Past

May 20, 2017 - April 18, 2018

LAKEVIEW FINANCIAL GROUP LLC

RIA

CRD#: 139594

SEATTLE, WA

Past

February 18, 2013 - November 17, 2015

LPL FINANCIAL LLC

CRD#: 6413

SEATTLE, WA

Past

February 13, 2013 - November 17, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

SEATTLE, WA

Past

February 1, 2010 - February 28, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

SEATTLE, WA

Past

February 1, 2010 - February 28, 2011

LPL FINANCIAL LLC

CRD#: 6413

SEATTLE, WA

Past

October 23, 2009 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

October 23, 2009 - February 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BELLEVUE, WA

Past

April 25, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BELLEVUE, WA

Past

April 25, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BELLEVUE, WA

Past

October 7, 2004 - April 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

September 22, 2004 - April 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE CLARIUS GROUP, LLC

SHARED FAMILY OFFICE | THE CLARIUS GROUP, LLC | SHARED FAMILY OFFICE, LLC

CRD#: 173347 / SEC#: 801-80681

RIA

Registered Investment Advisory firm - (1/5/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(1/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2004

General Securities Representative Examination

Current Firm

THE CLARIUS GROUP, LLC

SHARED FAMILY OFFICE | THE CLARIUS GROUP, LLC | SHARED FAMILY OFFICE, LLC

CRD#: 173347 / SEC#: 801-80681

RIA

Registered Investment Advisory firm - (1/5/2015 Approved)

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Contact information

Main Address

999 Third Avenue, Suite 3050, Seattle, WA 98104

Mailing Address

Phone number

(206) 462-7400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DATED MARCH 27, 2023 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,511
AUM (Assets Under Management)	$ 4,680,010,497

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2025	Cover Page	Report
07/25/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George R. Lane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Robert Lane's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOSLIN CAPITAL ADVISORS LLC

WEALTHSPIRE ADVISORS

LAKEVIEW FINANCIAL GROUP LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE CLARIUS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2004

SIE

Date: 11/17/2015

Series 7

Date: 9/21/2004

Current Firm

THE CLARIUS GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE CLARIUS GROUP, LLC

TRUST BUT VERIFY

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