Unclaimed Profile

Douglass Colley Mccrae

KMS FINANCIAL SERVICES, INC.·SEATTLE, Washington

SIE, Series 7, Series 7TO, Series 24, Series 66Clean record12 years registeredKMS FINANCIAL SERVICES, INC.

2001 SIXTH AVE STE 2801, SEATTLE, WA 98121CRD# 6239815Firm CRD# 3866

Profile Verification

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

Identity

Douglass Colley Mccrae · SEATTLE, WA

Registration

CRD #6239815 · KMS FINANCIAL SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

NORTHWEST ASSET MANAGEMENT

Feb 2021 – present

SECURITIES AMERICA ADVISORS, INC.

Nov 2020 – Feb 2021

SEATTLE, WA

KMS FINANCIAL SERVICES, INC

Dec 2013 – Nov 2020

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · December 3, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KMS FINANCIAL SERVICES, INC.

CRD 3866 · SEC 801-11375

AUM

$8.2B

Regulatory assets under management

Employees

429

33,857 client accounts

Services offered by KMS FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KMS FINANCIAL SERVICES, INC. →

Introduction

Speak with Douglass Colley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglass Colley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglass Colley Mccrae offer?

Douglass Colley Mccrae specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Douglass Colley Mccrae's credentials?

Douglass Colley Mccrae is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglass Colley Mccrae located?

Douglass Colley Mccrae is based in SEATTLE, Washington, working with KMS FINANCIAL SERVICES, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Douglass Colley Mccrae charge for services?

Douglass Colley Mccrae's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitation or referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KMS FINANCIAL SERVICES, INC.?

KMS FINANCIAL SERVICES, INC. has approximately 429 employees and manages $8.2B 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 →