Daisia M. Mccrae

BARTLEY FINANCIAL ADVISORS

White Plains, MD

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CRD#: 8030404

Professional summary

Daisia Marie Mccrae, who also goes by Daisia Marie Pratt, is a registered financial advisor currently at BARTLEY FINANCIAL ADVISORS, LLC located in White Plains, Maryland.

Daisia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daisia has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Daisia Marie Pratt

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 Daisia Marie Mccrae'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®

None

Experience

Current

July 10, 2026 - Present

BARTLEY FINANCIAL ADVISORS, LLC

RIA

CRD#: 124293

White Plains, MD

Past

January 17, 2025 - June 8, 2026

CONCORD WEALTH PARTNERS

RIA

CRD#: 118643

Rockville, MD

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".

BARTLEY FINANCIAL ADVISORS, LLC

=ROBERT BARTLEY ADVISORY SERVICES, INC. | ROBERT BARTLEY, CPA, CFP | ROBERT BARTLEY ADVISORY SERVICES, INC. | BARTLEY FINANCIAL ADVISORS, LLC | BARTLEY FINANCIAL ADVISORS, INC.

CRD#: 124293 / SEC#: 801-121433

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/14/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/28/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/30/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(7/10/2026)

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: 12/31/2024

Uniform Investment Adviser Law Examination

Current Firm

BARTLEY FINANCIAL ADVISORS, LLC

=ROBERT BARTLEY ADVISORY SERVICES, INC. | ROBERT BARTLEY, CPA, CFP | ROBERT BARTLEY ADVISORY SERVICES, INC. | BARTLEY FINANCIAL ADVISORS, LLC | BARTLEY FINANCIAL ADVISORS, INC.

CRD#: 124293 / SEC#: 801-121433

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/14/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/28/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/30/2017 Terminated)

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Contact information

Main Address

169 South River Road Suite 17, Bedford, NH 03110

Mailing Address

Phone number

(603) 625-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 UPDATED (3/19/2026)

Regulatory assets under management

Total Number of Accounts	497
AUM (Assets Under Management)	$ 151,581,219

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report

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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Daisia M. Mccrae

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daisia Marie Mccrae's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARTLEY FINANCIAL ADVISORS, LLC

CONCORD WEALTH PARTNERS

Primary Firm SEC Registration

BARTLEY FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2024

Current Firm

BARTLEY FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BARTLEY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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