Roderick Mcrae
Investment adviser representative at Mcrae Capital Management Inc.
45 yearsExperience
1 stateRegistered in
CFADesignation
$795MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
45 years in the industry.
- Mcrae Capital Management Inc.Jan 1981 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Mcrae Capital Management Inc.
$795MAssets managed
820Clients
4Advisers
45 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2267938
- Firm CRD
- 104567