Charles Collier Mcrae
Professional Summary
Charles Collier Mcrae is a registered financial advisor currently at VRA PARTNERS, LLC located in Atlanta, Georgia. Charles is registered as a RR (Registered Representative) and started their career in finance in 2010. Charles has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
VRA PARTNERS, LLC | VRH PARTNERS, LLC
Contact Information
Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326Phone Number
(404) 835-1000Established
Georgia since 06/01/2006Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LOEFFLER, MARK ALLEN | MD, SECRETARY | 4177877 |
| MATTHIAS, BROCK DAVID | MANAGING DIRECTOR | 2314883 |
| MCCARTNEY, DOUGLAS JAMES | MD, CCO | 2478640 |
| MCRAE, CHARLES COLLIER | MANAGING DIRECTOR | 5680842 |
| SHERMAN, WILLIAM TECHUMSCH | PRESIDENT, CEO | 2478675 |
| KINZER, CAROL ANN | FINANCIAL AND OPERATIONS PRINCIPAL/CFO | 4519471 |
| REILLY, CHRISTOPHER SCOTT | MANAGING DIRECTOR | 6742997 |
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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.
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State Registrations and Notice Filings
(7/12/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2010About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Charles Collier Mcrae's CRS (Customer Relationship Summary).
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