Michelle Turner Lane
Also appears in the source record as: Michelle Lane; Michelle L Turner; Michelle Lee Turner
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (8)
- SIESeries 7Series 6Series 24Series 26Series 66Series 63Series 65
- Registered states (7)
- Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Rhode Island
- Years in the industry (source record)
- 20
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsWestwood, MA · IA capacityFeb 7, 2020 → Mar 31, 2025
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Advice And Planning ServicesDover, NH · IA capacityAug 12, 2016 → Sep 10, 2019
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Tiaa-Cref Individual & Institutional Services, LLCNew York, NY · BC capacityJun 30, 2016 → Sep 10, 2019
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Capital Brokerage CorporationGlen Allen, VA · BC capacityFeb 3, 2010 → Mar 14, 2012
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Lincoln Financial Securities CorporationDover, NH · IA capacitySep 27, 2007 → Dec 23, 2009
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Lincoln Financial Securities CorporationDover, NH · BC capacitySep 6, 2007 → Dec 23, 2009
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Quick & Reilly, Inc.New York, NY · BC capacitySep 25, 2000 → Aug 21, 2001
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Fis Securities, Inc.Boston, MA · BC capacityJun 1, 1998 → Sep 25, 2000
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John Hancock Distributors, Inc.Boston, MA · BC capacityJan 6, 1995 → Jun 18, 1998
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John Hancock Mutual Life Insurance CompanyBoston, MA · BC capacityJan 6, 1995 → May 1, 1997
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.