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Roderick Mcrae Iii

Mcrae Capital Management Inc.

Morristown, NJ

CRD 2380531

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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
TX RA APPROVED_RES 2009-07-24
NJ RA APPROVED 2002-06-11
  • TX RA
    APPROVED_RES
    Since 2009-07-24
  • NJ RA
    APPROVED
    Since 2002-06-11

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 Morristown NJ 01/1997 Present
  • 01/1997 → Present
    Mcrae Capital Management
    Morristown, NJ
Other Businesses

TRUSTEE - FRED FATZLER FOUNDATION - NON PAID

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-01
  • S63 Uniform Securities Agent State Law Examination
    1993-11-01
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Roddy Mcrae
  • Rod Mcrae
  • Roderick Mcrae

View on SEC IAPD

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