Raymond G. Mcclure
Professional summary
Raymond G Mcclure JR, who also goes by Raymond Grant Mcclure Jr, Raymond Grant Mcclure, is a registered financial advisor currently at BROWN ADVISORY located in Bethesda, Maryland.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Raymond has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53, Series 24, Series 4 and Series 12 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Raymond G Mcclure JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 14, 2003 - Present
BROWN ADVISORY
Office #1: 7475 Wisconsin Avenue Suite 800, Bethesda, MD 20814February 5, 1990 - April 8, 2002
UBS FINANCIAL SERVICES INC.
April 29, 1987 - February 9, 1989
SUTRO & CO. INCORPORATED
August 9, 1983 - June 4, 1984
UBS ASSET MANAGEMENT (US) INC.
August 6, 1983 - May 8, 1987
UBS FINANCIAL SERVICES INC.
January 31, 1980 - June 28, 1983
UBS FINANCIAL SERVICES INC.
July 21, 1978 - January 31, 1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
Primary Firm SEC Registration
BROWN ADVISORY
CRD#: 110181 / SEC#: 801-38826
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2005)
Exams
Series 12
Date: 12/18/1982
NYSE Branch Manager ExaminationCurrent Firm
BROWN ADVISORY
CRD#: 110181 / SEC#: 801-38826
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,921 |
| AUM (Assets Under Management) | $ 121,936,354,796 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 | ||
| 10/27/2022 |
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.
