Douglas R. Macgray

STONECROP WEALTH ADVISORS

West Chester, PA 19382

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CRD#: 4463192

Professional summary

Douglas Robyn Macgray, CFP® is a registered financial advisor currently at STONECROP WEALTH ADVISORS, LLC located in West Chester, Pennsylvania.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Douglas has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. JURIS DOCTORATE; NON-INVESTMENT RELATED; WILMINGTON, DE; LICENSED ATTORNEY 2. INSURANCE LICENSE; INVESTMENT RELATED; WEST CONSHOHOCKEN, PA; SINCE 2008; AS NEEDED; ASSIST CLIENTS WITH INSURANCE NEEDS 3. Missio Seminary, Investment related:No, 200 N. Main Street, Hatfield, PA, 19440, Board Member, Board Member, 02/01/2017, 2, Board Member 4. ENTITY NAME: GORDON COLLEGE; INVESTMENT RELATED: NO; ADDRESS: WENHAM, MA; NATURE OF THE OTHER BUSINESS: HIGHER EDUCATION' POSITION/TITLE/RELATIONSHIP: VOLUNTEER; START DATE: 05/14/2023; APPROXIMATE # OF HOURS A MONTH: 3-5 DAYS A YEAR APPROXIMATE # OF HOURS DURING SECURITIES HOURS: ALL BRIEFLY DESCRIBE YOUR DUTIES: BOARD OF TRUSTEES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Robyn Macgray's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 2, 2020 - Present

STONECROP WEALTH ADVISORS, LLC

Office #1: 2 West Market Street Suite 200, West Chester, PA 19382

RIA

CRD#: 306486

West Chester, PA

Past

November 27, 2013 - April 2, 2020

COMPASS ION ADVISORS, LLC

RIA

CRD#: 166418

CONSHOHOCKEN, PA

Past

January 7, 2009 - December 5, 2009

EGE ADVISORS, LTD.

RIA

CRD#: 113625

KING OF PRUSSIA, PA

Past

December 2, 2008 - February 21, 2014

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 119890

ROCKAWAY, NJ

Past

December 2, 2008 - January 3, 2020

APW CAPITAL, INC.

CRD#: 43814

WEST CONSHOHOCKEN, PA

Past

February 9, 2007 - December 31, 2008

EMERGING GROWTH EQUITIES, LTD.

CRD#: 47040

BRYN MAWR, PA

Past

August 18, 2006 - December 31, 2008

EGE ADVISORS, LTD.

RIA

CRD#: 113625

WILMINGTON, DE

Past

October 1, 2004 - August 26, 2006

ANDESA FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 131702

ALLENTOWN, PA

Past

August 27, 2001 - August 26, 2006

ANDESA STRATEGIES, INC.

RIA

CRD#: 116137

ALLENTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STONECROP WEALTH ADVISORS, LLC

CRD#: 306486 / SEC#: 801-117833

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(1/2/2020)

IAR

Florida
(5/7/2021)

IAR

New Jersey
(1/22/2020)

IAR

North Carolina
(5/11/2021)

IAR

Pennsylvania
(1/2/2020)

IAR

Texas
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/6/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/2007

General Securities Representative Examination

Current Firm

STONECROP WEALTH ADVISORS, LLC

CRD#: 306486 / SEC#: 801-117833

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

2 West Market Street Suite 200, West Chester, PA 19382

Mailing Address

Phone number

(610) 628-0035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONECROP WEALTH ADVISORS - PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 251,884,409

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Douglas R. Macgray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Robyn Macgray's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS ION ADVISORS, LLC

EGE ADVISORS, LTD.

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

APW CAPITAL, INC.

EMERGING GROWTH EQUITIES, LTD.

EGE ADVISORS, LTD.

ANDESA FINANCIAL MANAGEMENT, INC.

ANDESA STRATEGIES, INC.

Primary Firm SEC Registration

STONECROP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2007

Current Firm

STONECROP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONECROP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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