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Donald Crane

Managing Member, Chief Compliance Officer, and Chief Operating Officer at Crane Advisory in Fullerton, CA

Investment adviser and broker registrationsUpdated

Donald Crane is Managing Member, Chief Compliance Officer, and Chief Operating Officer of Crane Advisory LLC, an investment adviser managing $935M, and works from its Fullerton, CA office. Donald Crane has been registered as an investment adviser representative through Crane Advisory since 30 July 2021, has 17 years in the industry across 3 firms and has passed the Series 7, Series 66, Series 65 and Series 24.

17
Years in industry
5
Years at firm
3
Adviser firms
7
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Donald Crane has been Managing Member, Chief Compliance Officer, and Chief Operating Officer of Crane Advisory since June 2021, is a control person of the firm and directly owns between 10% and 25% of it.

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 Crane’s longest registration was 7 years at Cetera Advisor Networks LLC (2016–2023). Before joining Crane Advisory in 2021, Donald Crane was registered through Cetera Advisor Networks LLC.

  1. Cetera Investment Advisers LLCAlso current
    – present · 3 years
    Adviser representative · Firm CRD 105644
  2. – present · 5 years
    Fullerton, CA · Adviser representative · Firm CRD 314432
  3. Cetera Advisor Networks LLC
    – · 7 years
    El Segundo, CA · Adviser representative · Firm CRD 13572

Credentials and registrations

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

SIECredited
Name
Securities Industry Essentials Examination
Series 2411 October 2017
Name
General Securities Principal Examination
Series 654 January 2016
Name
Uniform Investment Adviser Law Examination
Series 6622 July 2009
Name
Uniform Combined State Law Examination
Series 76 July 2009
Name
General Securities Representative Examination

Key facts

Full name
Donald Scott Crane
CRD
5656373
Firm
Crane Advisory · CRD 314432
Role
Managing Member, Chief Compliance Officer, and Chief Operating Officer
Office
801 E. CHAPMAN AVE, SUITE 104, Fullerton, CA 92831
Registration
Investment adviser and broker registrations
In the industry since
July 2009
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Donald Crane work?

Donald Crane has been Managing Member, Chief Compliance Officer, and Chief Operating Officer of Crane Advisory LLC since June 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 February 2026

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.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Donald Crane have?

Donald Crane has 17 years in the financial industry, since July 2009, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Donald Crane passed?

Donald Crane has passed 4 licensing exams: the Series 7, Series 66, Series 65 and Series 24. The earliest, the Series 7, was passed in July 2009. FINRA credited Donald Crane with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Donald Crane based?

Donald Crane’s registered office is in Fullerton, CA.

Source: IAPD individual record, checked 22 October 2026

Is Donald Crane registered with FINRA?

Yes. Donald Crane has a current broker registration, under CRD 5656373.

Source: FINRA BrokerCheck

How can I verify Donald Crane’s record?

Search CRD 5656373 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.

Source: IAPD individual record, checked 22 October 2026

Leadership at Crane Advisory

Sources

  1. IAPD individual record, CRD 5656373, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Crane Advisory LLC, filed 25 February 2026. Title, control and ownership bands.