Daisia Marie Mccrae
Investment adviser representative at Bartley Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$151.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Bartley Financial Advisors, LLCJun 2026 to now
- Concord Wealth PartnersJan 2026 to Jun 2026
- Concord Wealth PartnersJul 2019 to Dec 2025
- Department of AgricultureJun 2017 to Jan 2019
- University of Md Eastern ShoreAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bartley Financial Advisors, LLC
$151.6MAssets managed
98Clients
2Advisers
5 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
- 8030404
- Firm CRD
- 124293