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Todd Crane

Managing Member, Chief Executive Officer, and Chief Investment Officer at Crane Advisory in Fullerton, CA

Investment adviser and broker registrationsUpdated

Todd Crane is Managing Member, Chief Executive Officer, and Chief Investment Officer of Crane Advisory LLC, an investment adviser managing $935M, and works from its Fullerton, CA office. Todd Crane has been registered as an investment adviser representative through Crane Advisory since 30 July 2021, has 14 years in the industry across 3 firms and has passed the Series 7, Series 63 and Series 66.

14
Years in industry
5
Years at firm
3
Adviser firms
7
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Todd Crane has been Managing Member, Chief Executive Officer, and Chief Investment 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.

Todd Crane’s longest registration was 6 years at Cetera Advisor Networks LLC (2017–2023). Before joining Crane Advisory in 2021, Todd Crane was registered through Cetera Advisor Networks LLC.

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

Credentials and registrations

Investment adviser representative registrations

Todd 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 665 January 2017
Name
Uniform Combined State Law Examination
Series 6317 January 2012
Name
Uniform Securities Agent State Law Examination
Series 724 October 2011
Name
General Securities Representative Examination

Key facts

Full name
Todd Michael Crane
CRD
5005867
Firm
Crane Advisory · CRD 314432
Role
Managing Member, Chief Executive Officer, and Chief Investment Officer
Office
801 E. CHAPMAN AVE, SUITE 104, Fullerton, CA 92831
Registration
Investment adviser and broker registrations
In the industry since
March 2012
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Todd Crane work?

Todd Crane has been Managing Member, Chief Executive Officer, and Chief Investment 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 Todd Crane a financial advisor?

Yes. Todd 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 Todd Crane have?

Todd Crane has 14 years in the financial industry, since March 2012, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Todd Crane passed?

Todd Crane has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2011. FINRA credited Todd Crane with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Todd Crane based?

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

Source: IAPD individual record, checked 22 October 2026

Is Todd Crane registered with FINRA?

Yes. Todd Crane has a current broker registration, under CRD 5005867.

Source: FINRA BrokerCheck

How can I verify Todd Crane’s record?

Search CRD 5005867 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Todd Crane’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Crane Advisory

Sources

  1. IAPD individual record, CRD 5005867, 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.