Peter B. Mcrae

MCRAE CAPITAL MANAGEMENT L.L.C.

Ketchum, ID

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CRD#: 848298

Professional summary

Peter Byron Mcrae is a registered financial advisor currently at MCRAE CAPITAL MANAGEMENT L.L.C. located in Ketchum, Idaho.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Peter has worked at 4 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 Byron 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

December 20, 2023 - Present

MCRAE CAPITAL MANAGEMENT L.L.C.

RIA

CRD#: 117477

Ketchum, ID

Past

December 1, 1998 - May 1, 2020

MCRAE CAPITAL MANAGEMENT L.L.C.

RIA

CRD#: 117477

EDMONDS, WA

Past

May 4, 1984 - September 10, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

March 27, 1979 - April 25, 1984

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

February 1, 1978 - March 23, 1979

FOSTER & MARSHALL INC.

CRD#: 321

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

Idaho
(12/20/2023)

IAR

Washington
(7/29/2025)

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: 10/12/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1978

General Securities Representative Examination

Current Firm

MCRAE CAPITAL MANAGEMENT L.L.C.

CRD#: 117477 / SEC#: 801-66361

RIA

Registered Investment Advisory firm - (12/4/2012 Terminated)

Idaho

Registered Investment Advisory firm - (4/30/2019 Approved)

Washington

Registered Investment Advisory firm - (7/29/2025 Approved)

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).

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Contact information

Main Address

Ketchum, ID

Mailing Address

151 Fourth St W Unit 5326, Ketchum, ID 83340

Phone number

(425) 673-4090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 16,389,379

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 B. Mcrae

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MCRAE CAPITAL MANAGEMENT L.L.C.

MCRAE CAPITAL MANAGEMENT L.L.C.

CITIGROUP GLOBAL MARKETS INC.

PRUDENTIAL EQUITY GROUP, LLC

FOSTER & MARSHALL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/1993

Series 63

Date: 6/14/1985

Series 7

Date: 1/21/1978

Current Firm

MCRAE CAPITAL MANAGEMENT L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCRAE CAPITAL MANAGEMENT L.L.C.

TRUST BUT VERIFY

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