Mcrae Capital Management Inc.

Mcrae Capital Management Inc. (CRD# 104567) is a financial advisory firm headquartered in Morristown, NJ. They manage $336,039,449 in 574 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    336
    MILLION
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $585,435
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, NJ, NY, TX, VA

Financial Advisors at Mcrae Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Peter J. McRae
CRD#: 4590393
230 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

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.

2
Roderick McRae
CRD#: 2267938
230 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Roderick McRae (CRD# 2267938) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 24 years of experience in the finance industry.

3
Roderick McRae Iii
CRD#: 2380531
230 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Roderick McRae Iii (CRD# 2380531) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 23 years of experience in the finance industry. Roderick McRae Iii 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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