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Todd Michael Crane

Investment Adviser Representative at CRANE & ASSOCIATES WEALTH MANAGEMENT

FULLERTON, CACRD #5005867Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
15 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
ArizonaCaliforniaColoradoFloridaIdahoLouisianaMarylandNevadaNew MexicoNew YorkOregonPennsylvaniaTexasVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/5/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 1/17/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/24/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CRANE & ASSOCIATES WEALTH MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CETERA WEALTH SERVICES, LLCCurrent
9/21/2012FULLERTON, CA
J.P. MORGAN SECURITIES LLC
10/25/20115/11/2012LOS ANGELES, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Michael Crane has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Todd Michael Crane - Financial Advisor in FULLERTON, CA | AdvisorFinder