Unclaimed Profile

Dane Christopher Streeter

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 63, Series 6521 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4613533Firm CRD# 286477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dane Christopher Streeter · LOS ANGELES, CA

Registration

CRD #4613533 · PERENNIAL INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jun 2017 – present

LPL FINANCIAL LLC

Dec 2007 – Sep 2017

LOS ANGELES, CA

WEALTHWISE LLC

Jun 2005 – Dec 2008

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 24, 2005

Years registered · 21

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dane Christopher Streeter offer?

Dane Christopher Streeter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Dane Christopher Streeter's credentials?

Dane Christopher Streeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dane Christopher Streeter located?

Dane Christopher Streeter is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Dane Christopher Streeter charge for services?

Dane Christopher Streeter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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