AdvisorOS Directory
Claim Profile
RI

Roderick Mcrae Iii

MCRAE CAPITAL MANAGEMENT INC.·MORRISTOWN, New Jersey
Unclaimed Profile
230 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 2380531Firm CRD# 104567
01

About

Roderick Mcrae Iii is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with MCRAE CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MCRAE CAPITAL MANAGEMENT INC.
MCRAE CAPITAL MANAGEMENT INC.
AUM
$702M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MCRAE CAPITAL MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2380531
Firm CRD# 104567
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MORRISTOWN?

Browse all registered financial advisors in MORRISTOWN, New Jersey or claim this profile if it's yours.

Browse MORRISTOWN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Roderick Mcrae Iii offer?
Roderick Mcrae Iii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Roderick Mcrae Iii's credentials?
Roderick Mcrae Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roderick Mcrae Iii located?
Roderick Mcrae Iii is based in MORRISTOWN, New Jersey, working with MCRAE CAPITAL MANAGEMENT INC.. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does Roderick Mcrae Iii charge for services?
Roderick Mcrae Iii's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCRAE CAPITAL MANAGEMENT INC.?
MCRAE CAPITAL MANAGEMENT INC. has approximately 7 employees and manages $702M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MORRISTOWN
Steven Henry Pisano — SIMON QUICK ADVISORS, LLCLori Ann Salerno — RED HOOK MANAGEMENT LLCPetra Barone — PRIVATE ADVISOR GROUP, LLCJoseph Andrew Belfatto — SIMON QUICK ADVISORS, LLCJames E. Hanson — HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile