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William F. Keefe

Mcrae Capital Management Inc.

Morristown, NJ

CRD 5490653

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Employer firm

Mcrae Capital Management Inc. CRD 104567

$795M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Mcrae Capital Management Inc.

230 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-01-11
  • NJ RA
    APPROVED
    Since 2017-01-11

Branch Locations

230 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcrae Capital Management Inc. Morristown NJ 04/2016 Present
Previous Registrations
Other Businesses

William F. Keefe is a Director on the board for Old Point Financial Corporation (NASDAQ: OPOF) in a non-investment related capacity. OPOF is a community bank holding company and is located at 1 West Mellen Street Street, Hampton, VA 23663. William began in May 2016 and devotes approximately 5 hours per month, 2.5 hours of which occur during securities trading hours. William serves as a member of the Board of Directors and the Audit Committee in which he participates in the following activities: management oversight, policy setting, and governance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-19
  • S65 Uniform Investment Adviser Law Examination
    2008-11-19

View on SEC IAPD

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