Unclaimed Profile

Douglas Robyn Macgray

STONECROP WEALTH ADVISORS, LLC·WEST CHESTER, Pennsylvania

SIE, Series 7, Series 63CFPClean record24 years registeredSTONECROP WEALTH ADVISORS, LLC

2 WEST MARKET STREET, WEST CHESTER, PA 19382CRD# 4463192Firm CRD# 306486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Robyn Macgray · WEST CHESTER, PA

Registration

CRD #4463192 · STONECROP WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

STONECROP WEALTH ADVISORS, LLC

Jan 2020 – present

COMPASS ION ADVISORS, LLC

Nov 2013 – Apr 2020

CONSHOHOCKEN, PA

EGE ADVISORS, LTD.

Jan 2009 – Dec 2009

KING OF PRUSSIA, PA

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Dec 2008 – Feb 2014

TOTOWA, NJ

EGE ADVISORS, LTD.

Aug 2006 – Dec 2008

WILMINGTON, DE

ANDESA INVESTMENT SOLUTIONS, INC.

Oct 2004 – Aug 2006

ALLENTOWN, PA

ANDESA STRATEGIES, INC.

Aug 2001 – Aug 2006

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 27, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONECROP WEALTH ADVISORS, LLC

CRD 306486 · SEC 801-117833

AUM

$236M

Regulatory assets under management

Employees

772 client accounts

Services offered by STONECROP WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STONECROP WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Robyn Macgray offer?

Douglas Robyn Macgray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Douglas Robyn Macgray's credentials?

Douglas Robyn Macgray holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Robyn Macgray located?

Douglas Robyn Macgray is based in WEST CHESTER, Pennsylvania, working with STONECROP WEALTH ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Douglas Robyn Macgray charge for services?

Douglas Robyn Macgray'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 STONECROP WEALTH ADVISORS, LLC?

STONECROP WEALTH ADVISORS, LLC has approximately 5 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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