Daisia Marie Mccrae

Employer firm

Bartley Financial Advisors, LLC CRD 124293

$152M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2015 → 05/2019
  University Of Md Eastern Shore
  Princess Anne, MD
• 02/2017 → 05/2018
  University Of Md Eastern Shore
  Princess Anne, MD
• 06/2017 → 01/2019
  Department Of Agriculture
  Washington, DC
• 01/2019 → 05/2019
  University Of Md Eastern Shore
  Princess Anne, MD
• 07/2019 → 06/2022
  Concord Wealth Partners
  Rockville, MD
• 06/2022 → 12/2025
  Concord Wealth Partners
  Rockville, MD
• 01/2026 → 06/2026
  Concord Wealth Partners
  Rockville, MD
• 06/2026 → Present
  Bartley Financial Advisors, Llc
  White Plains, MD

Previous Registrations

• 2025-01-17 → 2026-06-08
  Concord Wealth Partners
  Rockville, MD
  Abingdon, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-31

Other Names

• Daisia Marie Pratt