Peter McRae has been Managing Partner of McRae Capital Management since March 2004, is a control person of the firm and directly owns between 50% and 75% of it.
McRae Capital Management Inc. is a Morristown, NJ firm with $795M under management, 820 clients and 5 advisers in one office, as of its September 2026 filing.
- – present · 22 yearsMorristown, NJ · Adviser representative · Firm CRD 104567
Investment adviser representative registrations
Peter McRae is registered as an investment adviser representative in New Jersey, since July 2004.
- New JerseySince 13 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 July 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 2003 |
| Series 7 | General Securities Representative Examination | 20 November 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter James McRae
- CRD
- 4590393
- Firm
- McRae Capital Management · CRD 104567
- Role
- Managing Partner
- Office
- 230 MADISON AVENUE, Morristown, NJ 07960
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter McRae work?
Peter McRae has been Managing Partner of McRae Capital Management Inc. since March 2004, and is a control person of the firm.
Is Peter McRae a financial advisor?
Yes. Peter McRae has a current investment-adviser registration in New Jersey, through McRae Capital Management since July 2004.
How many years of experience does Peter McRae have?
Peter McRae has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has Peter McRae passed?
Peter McRae has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2002.
Where is Peter McRae based?
Peter McRae’s registered office is in Morristown, NJ.
Is Peter McRae registered with FINRA?
No. Peter McRae has no current broker registration.
How can I verify Peter McRae’s record?
Search CRD 4590393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter McRae’s full registration record.
