Douglas Robyn Macgray

Employer firm

Stonecrop Wealth Advisors, LLC CRD 306486

$300M regulatory AUM 290 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 12/2008 → 12/2019
  Apw Capital, Inc. (Formerly Camas)
  Rockaway, NJ
• 12/2008 → 03/2020
  Compass Ion Advisors, Llc
  Conshohocken, PA
• 01/2020 → Present
  Stonecrop Wealth Advisors, Llc
  Chadds Ford, PA

Previous Registrations

• 2013-11-27 → 2020-04-02
  Compass Ion Advisors, Llc
  Conshohocken, PA
  Conshohocken, PA
  Conshohocken, PA
• 2008-12-02 → 2014-02-21
  Comprehensive Capital Management, Inc.
  Totowa, NJ
• 2009-01-07 → 2009-12-05
  Ege Advisors, Ltd.
  King Of Prussia, PA
• 2006-08-18 → 2008-12-31
  Ege Advisors, Ltd.
  Wilmington, DE
  King Of Prussia, PA
• 2001-08-27 → 2006-08-26
  Andesa Strategies, Inc.
  Allentown, PA
• 2004-10-01 → 2006-08-26
  Andesa Financial Management, Inc.
  Allentown, PA

Other Businesses

1. JURIS DOCTORATE; NON-INVESTMENT RELATED; WILMINGTON, DE; LICENSED ATTORNEY 2. INSURANCE LICENSE; INVESTMENT RELATED; WEST CONSHOHOCKEN, PA; SINCE 2008; AS NEEDED; ASSIST CLIENTS WITH INSURANCE NEEDS 3. Missio Seminary, Investment related:No, 200 N. Main Street, Hatfield, PA, 19440, Board Member, Board Member, 02/01/2017, 2, Board Member 4. ENTITY NAME: GORDON COLLEGE; INVESTMENT RELATED: NO; ADDRESS: WENHAM, MA; NATURE OF THE OTHER BUSINESS: HIGHER EDUCATION' POSITION/TITLE/RELATIONSHIP: VOLUNTEER; START DATE: 05/14/2023; APPROXIMATE # OF HOURS A MONTH: 3-5 DAYS A YEAR APPROXIMATE # OF HOURS DURING SECURITIES HOURS: ALL BRIEFLY DESCRIBE YOUR DUTIES: BOARD OF TRUSTEES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-03-06

Designations

• Certified Financial Planner