Carter Wyatt Mccrary

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → Present
  Raymond James
  Greenville, SC

Other Businesses

(1)Name of Business: McCrary Property Group, LLC Address: 5 Teaberry Ct, Greer, SC, 29651, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC setup with my wife. It is for property/real estate that is purchased in the future. We currently do not have any property or real estate that is associated with this LLC. It is for future items. It serves no function currently.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-09

Designations

• Certified Financial Planner