Donald Crane has been an investment adviser representative at Crane Advisory since July 2021, and is not listed among the firm’s executive officers or direct owners. Donald Crane holds a Doctorate in business administration (emphasis in finance) from the University of Southern California, an MBA from the University of Southern California and a BA from California State University, Fullerton.
Crane Advisory LLC is a Fullerton, CA firm with $935M under management, 468 clients and 3 advisers in one office, as of its February 2026 filing.
Donald B. Crane is Founder and President of Crane & Associates. He is a Professor Emeritus of Finance at California State University, Fullerton, where for over 40 years he was responsible for instruction in financial planning, portfolio management, retirement and estate planning, and investments. He was the founding Program Director for the Certified Financial Planner registered curriculum at the university.
Donald Crane’s longest registration was 17 years at Cetera Advisor Networks LLC (2005–2023). Before joining Crane Advisory in 2021, Donald Crane was registered through Cetera Advisor Networks LLC.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsFullerton, CA · Adviser representative · Firm CRD 105644
- – present · 5 yearsFullerton, CA · Adviser representative · Firm CRD 314432
- Cetera Advisor Networks LLC– · 17 yearsEl Segundo, CA · Adviser representative · Firm CRD 13572
Professional designations
Listed by Crane Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Donald Crane is registered as an investment adviser representative in 7 states. The first approvals date from July 2021; the most recent is Nevada, in September 2023.
- ArizonaSince 20 September 2022
- CaliforniaSince 30 July 2021
- ColoradoSince 1 August 2023
- IdahoSince 15 September 2023
- NevadaSince 25 September 2023
- TexasSince 8 September 2022
- WashingtonSince 27 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1987 |
| Series 24 | General Securities Principal Examination | 5 November 1987 |
| Series 7 | General Securities Representative Examination | 21 January 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Bradford Crane
- CRD
- 1228564
- Firm
- Crane Advisory · CRD 314432
- Office
- 801 E. CHAPMAN AVE, SUITE 104, Fullerton, CA 92831
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- doncrane.com
Where does Donald Crane work?
Donald Crane is an investment adviser representative registered through Crane Advisory LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Donald Crane a financial advisor?
Yes. Donald Crane has a current investment-adviser registration in Arizona, California, Colorado, Idaho, Nevada, Texas and Washington, through Crane Advisory since July 2021.
How many years of experience does Donald Crane have?
Donald Crane has 42 years in the financial industry, since January 1984, across 3 adviser firms.
What exams has Donald Crane passed?
Donald Crane has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in January 1984. FINRA credited Donald Crane with the SIE, which began in October 2018.
Where is Donald Crane based?
Donald Crane’s registered office is in Fullerton, CA.
Is Donald Crane registered with FINRA?
Yes. Donald Crane has a current broker registration, under CRD 1228564.
Source: FINRA BrokerCheck
Is Donald Crane a CFP?
Crane Advisory lists Donald Crane with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Donald Crane’s record?
Search CRD 1228564 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Donald Crane’s full registration record.