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CM

Charles C. Mcrae

VRA PARTNERS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 5680842
CM

Professional summary

Charles Collier Mcrae is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Charles Collier Mcrae's 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®
None

Experience

Current

July 11, 2013 - Present

VRA PARTNERS, LLC

Office #1: 3630 Peachtree Road Suite 1000, Atlanta, GA 30326
BD
CRD#: 142780
Atlanta, GA
Past

August 30, 2010 - June 19, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(7/12/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 9/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/29/2010
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VP
VRA PARTNERS, LLC
VRA PARTNERS, LLC | VRH PARTNERS, LLC

CRD#: 142780 / SEC#: , 8-67489

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Phone number
(404) 835-1000
Established
Georgia since 06/01/2006
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
LOEFFLER, MARK ALLENMD, SECRETARY4177877
MATTHIAS, BROCK DAVIDMANAGING DIRECTOR2314883
MCCARTNEY, DOUGLAS JAMESMD, CCO2478640
SHERMAN, WILLIAM TECHUMSCHPRESIDENT, CEO2478675
MCRAE, CHARLES COLLIERMANAGING DIRECTOR5680842
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL/CFO4519471

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.

Company Information

VRA PARTNERS, LLC

CRD#: 142780Atlanta, GA 30326

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