Mcrae Capital Management Inc.

Mcrae Capital Management Inc. (CRD# 104567) is a financial advisory firm headquartered in Morristown, NJ. They manage $701,547,037 in 818 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
230 Madison Avenue, Morristown, NJ 07960
http://www.mcraecapital.com
By the Numbers
  • Total Assets Under Management
    702
    MILLION
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $857,637
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, NE, NH, NJ, NY, PA, TX, VA

Financial Advisors at Mcrae Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William Keefe, financial advisor Morristown NJ
William F. Keefe
CRD#: 5490653
230 Madison Avenue, Morristown, NJ 07960

William Keefe (CRD# 5490653) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 15 years of experience in the finance industry.

2
Peter McRae, financial advisor Morristown NJ
Peter J. McRae
CRD#: 4590393
230 Madison Avenue, Morristown, NJ 07960

Peter McRae (CRD# 4590393) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 21 years of experience in the finance industry.

3
Roderick McRae, financial advisor Morristown NJ
Roderick McRae
CRD#: 2267938
230 Madison Avenue, Morristown, NJ 07960

Roderick McRae (CRD# 2267938) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 31 years of experience in the finance industry.

4
Roderick McRae Iii, financial advisor Morristown NJ
Roderick McRae Iii
CRD#: 2380531
230 Madison Avenue, Morristown, NJ 07960

Roderick McRae Iii (CRD# 2380531) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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