Peter McRae, financial advisor Morristown NJ
96 score

Peter McRae

CRD Number: 4590393
Current Firm: Mcrae Capital Management Inc.

Peter McRae (CRD# 4590393) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 13 years of experience in the finance industry. Peter McRae has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mcrae Capital Management, Inc. Morristown, NJ Mar 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Peter J. McRae
Phone Number: 973-387-1080
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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