TC
Todd S. Crane
STRATEGIC ADVISERS LLC
LEHI, UT
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CRD#: 4784572
TC
Professional summary
Todd S Crane, who also goes by Todd Simon Crane, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lehi, Utah and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Todd has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Simon Crane
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 57197 | Org Name:North Salt Lake Police Department | Org Addr:North Salt Lake, UT, US | Nature of Bus:Reserve Police officer. Will provide patrol and police services for the city of North Salt Lake. | Invst Rel:N | Title:Reserve Police Officer | Duties:I will work as a patrol officer for the city of North Salt Lake one weekend day a month | Start Dt:10/05/2018 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Todd S Crane's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LEHI, UT
Current
June 10, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COVINGTON, KY
Past
November 23, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
January 12, 2010 - March 24, 2011
TD AMERITRADE, INC.
RIA
CRD#: 7870
LAS VEGAS, NV
Past
January 12, 2010 - March 24, 2011
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
LAS VEGAS, NV
Past
December 23, 2009 - March 24, 2011
TD AMERITRADE, INC.
BD
CRD#: 7870
LAS VEGAS, NV
Past
September 22, 2008 - October 21, 2008
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
January 4, 2007 - October 21, 2008
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
April 7, 2006 - December 19, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WEST VALLEY, UT
Past
February 22, 2006 - December 19, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WEST VALLEY, UT
Past
November 2, 2004 - February 14, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/5/2024)
RR
Alaska(1/5/2024)
RR
Arizona(1/5/2024)
RR
Arkansas(1/5/2024)
RR
California(6/10/2011)
RR
Colorado(1/5/2024)
RR
Connecticut(1/5/2024)
RR
Delaware(1/5/2024)
RR
District of Columbia(1/5/2024)
RR
Florida(11/30/2022)
RR
Georgia(1/5/2024)
RR
Hawaii(1/5/2024)
RR
Idaho(6/10/2011)
RR
Illinois(1/5/2024)
RR
Indiana(1/5/2024)
RR
Iowa(1/5/2024)
RR
Kansas(1/5/2024)
RR
Kentucky(1/5/2024)
RR
Louisiana(1/5/2024)
RR
Maine(1/5/2024)
RR
Maryland(1/5/2024)
RR
Massachusetts(1/7/2022)
RR
Michigan(1/5/2024)
RR
Minnesota(6/10/2011)
RR
Mississippi(1/5/2024)
RR
Missouri(1/5/2024)
RR
Montana(1/7/2022)
RR
Nebraska(1/5/2024)
RR
Nevada(1/5/2024)
RR
New Hampshire(1/5/2024)
RR
New Jersey(1/5/2024)
RR
New Mexico(1/5/2024)
RR
New York(1/5/2024)
RR
North Carolina(1/5/2024)
RR
North Dakota(11/23/2011)
RR
Ohio(1/6/2024)
RR
Oklahoma(1/5/2024)
RR
Oregon(6/10/2011)
RR
Pennsylvania(1/5/2024)
RR
Puerto Rico(1/5/2024)
RR
Rhode Island(1/5/2024)
RR
South Carolina(1/5/2024)
RR
South Dakota(11/23/2011)
RR
Tennessee(1/5/2024)
RR
Texas(1/5/2024)
IAR
Texas(3/31/2025)
RR
Utah(6/10/2011)
IAR
Utah(3/31/2025)
RR
Vermont(1/5/2024)
RR
Virgin Islands(1/5/2024)
RR
Virginia(1/5/2024)
RR
Washington(1/7/2022)
RR
West Virginia(1/5/2024)
RR
Wisconsin(1/5/2024)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
