Unclaimed Profile

Thane Stuart Mccready

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFP21 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 2746385Firm CRD# 286477

Profile Verification

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

Identity

Thane Stuart Mccready · LOS ANGELES, CA

Registration

CRD #2746385 · PERENNIAL INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jun 2017 – present

LPL FINANCIAL LLC

Jul 2005 – Sep 2017

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 14, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2013Customer Dispute·Settled

2002Customer Dispute·Settled

2001Customer Dispute·Denied

2000Customer Dispute·Denied

4 disclosure events 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 Thane Stuart Mccready offer?

Thane Stuart Mccready specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Thane Stuart Mccready's credentials?

Thane Stuart Mccready holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thane Stuart Mccready located?

Thane Stuart Mccready 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 Thane Stuart Mccready charge for services?

Thane Stuart Mccready'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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