Mcrae Grace

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 12/2023 → 11/2025
  Equitable Advisors, Llc
  New York, NY
• 02/2022 → 09/2022
  Boundary Oak Golf Course
  Walnut Creek, CA
• 09/2021 → 01/2022
  Shadelands Pumpkin Patch
  Walnut Creek, CA
• 07/2021 → 08/2021
  Nordstrom
  Walnut Creek, CA
• 02/2019 → 08/2019
  Reniassance Club Sport/Bay Club
  San Francisco, CA
• 12/2018 → 01/2019
  Full Time Education
  Clayton, CA
• 08/2019 → 05/2023
  Full Time Education
  Chico, CA
• 06/2023 → 12/2023
  Unemployed
  Clayton, CA
• 02/2018 → 11/2018
  Kinders Meats And Deli
  Concord, CA
• 01/2013 → 01/2018
  Full Time Education
  Walnut Creek, CA
• 11/2025 → Present
  Charles Schwab & Co., Inc.
  San Ramon, CA
• 11/2025 → Present
  Charles Schwab Bank
  San Ramon, CA

Previous Registrations

• 2024-01-30 → 2025-11-04
  Equitable Advisors, Llc
  San Francisco, CA
  Walnut Creek, CA

Other Businesses

1) The Standard Insurance Company | Investment Related:No|1100 SW 6th Ave, Ste 711|Insurance|Sales Rep|2025-09-01|Less than 20|0|I utilized The Standard as one of the insurance brokers we had access to. I used them one time for a Disability Policy that pays a commission every month. I am under no duty or obligation to the company, I just had the option to use them for this client. I had no other responsibilities with this company.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29

Other Names

• Mcrae James Grace