Wyatt Mc Rae, financial advisor Tucson AZ

Wyatt Mc Rae

CRD Number: 5301959
Current Firm: Raymond James Financial Services Advisors, Inc.

Wyatt Mc Rae (CRD# 5301959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tucson, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Tucson, AZ Feb 2023 - Current 1
Silvertree Wealth Partners Phoenix, AZ Feb 2023 - Current 1
Edward Jones St. Louis, MO Jun 2009 - Feb 2023 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Wyatt J. Mc Rae
Phone Number: 727-567-3020
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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