Thane Cleland, financial advisor Lake Oswego OR
98 score

Thane Cleland

CRD Number: 1788286
Current Firm: Cwc Advisors, LLC

Thane Cleland (CRD# 1788286) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cwc Advisors LLC Lake Oswego, OR Sep 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Thane A. Cleland
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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