Best Investors Account Sign in
Inactive

Daisia Marie Mccrae

Bartley Financial Advisors, LLC

Bedford, NH

White Plains, MD

Claim This Profile
Current Employers
Bartley Financial Advisors, Llc

169 South River Road Suite 17, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-10
  • MD RA
    APPROVED
    Since 2026-07-10

Branch Locations

169 South River Road Suite 17, Bedford, NH 03110 • United States

White Plains, MD • 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
University Of Md Eastern Shore Princess Anne MD 08/2015 05/2019
University Of Md Eastern Shore Princess Anne MD 02/2017 05/2018
Department Of Agriculture Washington DC 06/2017 01/2019
University Of Md Eastern Shore Princess Anne MD 01/2019 05/2019
Concord Wealth Partners Rockville MD 07/2019 06/2022
Concord Wealth Partners Rockville MD 06/2022 12/2025
Concord Wealth Partners Rockville MD 01/2026 06/2026
Bartley Financial Advisors, Llc White Plains MD 06/2026 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-31
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31
Other Names
  • Daisia Marie Pratt

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COHEN INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
THE HARBOR GROUP, INC.
JTD FINANCIAL SERVICES, LLC
AURELIUS FAMILY OFFICE, LLC
MILESTONE FINANCIAL PLANNING, LLC

Other Investors

Nancy C Burt
BRENT ANTHONY KILEY
JOHN PAINE REGER
JENNIE LYNN PARISI
JUSTIN TYLER HALL
CHRISTOPHER PAUL KINNANE
KENDRA ELAINE KEARNEY
Jonas Walter

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · BEDFORD, NH
COHEN INVESTMENT ADVISORS, LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
OSAIC WEALTH, INC. · BEDFORD, NH
LPL FINANCIAL LLC · BEDFORD, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH
AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, NH

More in Bedford, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor