Robert Francis Crane

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 11/2022 → 07/2023
  Bank Of America N.A.
  Summerville, SC
• 12/2015 → 03/2019
  Bankers Life And Casualty
  Indian Orchard, MA
• 04/2018 → 03/2019
  Bankers Life Securities
  Indian Orchard, MA
• 03/2019 → 10/2020
  Mass Mutual Life Insurance Company
  Glastonbury, CT
• 04/2019 → 10/2020
  Mml Investors Services
  Glastonbury, CT
• 10/2020 → 09/2022
  Citizens Securities, Inc.
  Newtonville, MA
• 07/2023 → 04/2025
  Wells Fargo Clearing Services, Llc
  Charleston, SC
• 04/2025 → Present
  Principal Life Insurance Co
  North Charleston, SC
• 04/2025 → Present
  Principal Securities, Inc.
  North Charleston, SC

Previous Registrations

• 2023-07-14 → 2025-04-15
  Wells Fargo Clearing Services, Llc
  Charleston, SC
  Charleston, SC
  Charleston, SC
• 2022-11-21 → 2023-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
  Summerville, SC
  Summerville, SC
• 2020-10-27 → 2022-09-30
  Citizens Securities, Inc.
  Newton, MA
  Newtonville, MA
  Hudson, MA
  W. Roxbury, MA
  Hudson, NH
  Chestnut Hill, MA
• 2019-05-01 → 2020-11-05
  Mml Investors Services, Llc
  Glastonbury, CT

Other Businesses

**BMP REAL ESTATE, LLC POSITION: BMP Real Estate, LLC NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 1905 SC-41, Mount Pleasant SC 29466, United States DESCRIPTION: Partner in this LLC that owns a restaurant. No duties. **FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/07/2026 ADDRESS: 4580 Purcell Dr Apt 2902, North Charleston SC 29418-2141, United States DESCRIPTION: fixed life, disability, long term care insurance, fixed annuities through various carriers.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-09
• S63 Uniform Securities Agent State Law Examination
  2019-01-24

Other Names

• Robert Crane
• Robert Francis Crane