Adviser and broker representative · Perennial Financial Services
Thane S. McCready
CRD 2746385 · Fountain Valley, CA
At a glance
Thane S. McCready is an investment adviser representative with Perennial Financial Services in Fountain Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thane’s SEC record dates to 2017, about 9 years ago. Thane is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Perennial Financial ServicesSince June 2017Fountain Valley, CA · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Thane’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.