Charles Chester Mcrae

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2014 → 02/2020
  Investec Wealth Strategies
  Houston, TX
• 02/2020 → 01/2022
  Autumn Lane Advisors, Llc
  Houston, TX
• 02/2022 → Present
  Cerity Partners Llc
  Houston, TX

Previous Registrations

• 2020-03-20 → 2022-01-31
  Autumn Lane Advisors, Llc
  Houston, TX
• 2017-04-01 → 2020-01-29
  Investec Wealth Strategies
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-01

Designations

• Certified Financial Planner

Other Names

• Charles C Mcrae