Peter J. Mcrae

MCRAE CAPITAL MANAGEMENT

MORRISTOWN, NJ 07960

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CRD#: 4590393

Professional summary

Peter James Mcrae, CFP® is a registered financial advisor currently at MCRAE CAPITAL MANAGEMENT INC. located in Morristown, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Peter has worked at 2 firms and has passed the Series 65, Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Mcrae'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: 2009

Experience

Current

July 13, 2004 - Present

MCRAE CAPITAL MANAGEMENT INC.

Office #1: 230 Madison Avenue, Morristown, NJ 07960

RIA

CRD#: 104567

MORRISTOWN, NJ

Past

November 21, 2002 - February 17, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

MCRAE CAPITAL MANAGEMENT INC.

CRD#: 104567 / SEC#: 801-15717

RIA

Registered Investment Advisory firm - (1/8/1981 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

New Jersey
(7/13/2004)

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

IAR

Series 65

Date: 7/12/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/2002

General Securities Representative Examination

Current Firm

MCRAE CAPITAL MANAGEMENT INC.

CRD#: 104567 / SEC#: 801-15717

RIA

Registered Investment Advisory firm - (1/8/1981 Approved)

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Contact information

Main Address

230 Madison Avenue, Morristown, NJ 07960

Mailing Address

Phone number

(973) 387-1080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCRAE FORM ADV PART 2A 2/2025 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	842
AUM (Assets Under Management)	$ 815,751,011

Red Flags

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

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Peter J. Mcrae

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Mcrae's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCRAE CAPITAL MANAGEMENT INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MCRAE CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2004

Series 63

Date: 1/15/2003

Series 7

Date: 11/20/2002

Current Firm

MCRAE CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCRAE CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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