Daisia McCrae has been an investment adviser representative at Bartley Financial Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners.
Bartley Financial Advisors, LLC is a Bedford, NH firm with $152M under management, 98 clients and 1 adviser across 3 offices, as of its July 2026 filing.
Daisia McCrae is Paraplanner of Bartley Financial Advisors. She is a Financial Paraplanner Qualified Professional on the team. She gets to know each client's situation in order to deliver tailor-made financial advice.
Daisia McCrae’s longest registration was 1 year at Concord Wealth Partners (2025–2026). Before joining Bartley Financial Advisors in 2026, Daisia McCrae was registered through Concord Wealth Partners.
- – present · under a yearWhite Plains, MD · Adviser representative · Firm CRD 124293
- Concord Wealth Partners– · 1 yearRockville, MD · Adviser representative · Firm CRD 118643
Professional designations
Listed by Bartley Financial Advisors
- Financial Paraplanner Qualified Professional (FPQP®)
Investment adviser representative registrations
Daisia McCrae is registered as an investment adviser representative in Maryland, since July 2026.
- MarylandSince 10 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daisia Marie McCrae
- CRD
- 8030404
- Firm
- Bartley Financial Advisors · CRD 124293
- Office
- White Plains, MD
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bartleyfinancial.com
Where does Daisia McCrae work?
Daisia McCrae is an investment adviser representative registered through Bartley Financial Advisors, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daisia McCrae a financial advisor?
Yes. Daisia McCrae has a current investment-adviser registration in Maryland, through Bartley Financial Advisors since July 2026.
How many years of experience does Daisia McCrae have?
Daisia McCrae has 1 year in the financial industry, since February 2025, across 2 adviser firms.
What exams has Daisia McCrae passed?
Daisia McCrae passed the Series 65 in December 2024.
Where did Daisia McCrae work before Bartley Financial Advisors?
Before Bartley Financial Advisors, Daisia McCrae was registered through Concord Wealth Partners, January 2025 to June 2026.
Where is Daisia McCrae based?
Daisia McCrae’s registered office is in White Plains, MD.
Is Daisia McCrae registered with FINRA?
No. Daisia McCrae has no current broker registration.
How can I verify Daisia McCrae’s record?
Search CRD 8030404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daisia McCrae’s full registration record.