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Roderick Mcrae

Mcrae Capital Management Inc.

Morristown, NJ

CRD 2267938

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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 APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

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 Morristown NJ 01/1981 Present
  • 01/1981 → Present
    Mcrae Capital Management
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-31
  • S65 Uniform Investment Adviser Law Examination
    1992-07-31
Designations
  • Chartered Financial Analyst
Other Names
  • Rod Mcrae

View on SEC IAPD

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