Avi Crane has been an investment adviser representative at Gilbert Greg RIA since November 2025, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Avi Crane’s longest registration was 6 years at Transamerica Financial Advisors, Inc. (2018–2024). Before joining Gilbert Greg RIA in 2025, Avi Crane was registered through Transamerica Financial Advisors, Inc.
- – present · under a yearLaguna Woods, CA · Adviser representative · Firm CRD 304981
- Transamerica Financial Advisors, Inc.– · 6 yearsIrvine, CA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Avi Crane is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 25 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 May 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6947883
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 865 Ronda Mendoza, Unit B, Laguna Woods, CA 92637
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Avi Crane work?
Avi Crane is an investment adviser representative registered through Gilbert Greg RIA, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Avi Crane a financial advisor?
Yes. Avi Crane has a current investment-adviser registration in California, through Gilbert Greg RIA since November 2025.
How many years of experience does Avi Crane have?
Avi Crane has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Avi Crane passed?
Avi Crane has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in February 2018. FINRA credited Avi Crane with the SIE, which began in October 2018.
Where did Avi Crane work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Avi Crane was registered through Transamerica Financial Advisors, Inc., May 2018 to December 2024.
Where is Avi Crane based?
Avi Crane’s registered office is in Laguna Woods, CA.
Is Avi Crane registered with FINRA?
Yes. Avi Crane has a current broker registration, under CRD 6947883.
Source: FINRA BrokerCheck
How can I verify Avi Crane’s record?
Search CRD 6947883 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Avi Crane’s full registration record.