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Robert MacRae

Co-Compliance Officer at Robinswood Financial in Kirkland, WA

Investment adviser registrationUpdated

Robert MacRae is Co-Compliance Officer of Robinswood Financial LLC, an investment adviser managing $453M, and works from its Kirkland, WA office. Robert MacRae has been registered as an investment adviser representative through Robinswood Financial since 15 August 2017, has 9 years in the industry across 1 firm and has passed the Series 65.

9
Years in industry
9
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert MacRae has been Co-Compliance Officer of Robinswood Financial since June 2025, is not listed as a control person, but directly owns under 5% of the firm.

Robinswood Financial LLC is a Kirkland, WA firm with $453M under management, 488 clients and 6 advisers in one office, as of its July 2026 filing.

  1. – present · 9 years
    Kirkland, WA · Adviser representative · Firm CRD 143417

Credentials and registrations

Investment adviser representative registrations

Robert MacRae is registered as an investment adviser representative in Washington, since August 2017.

  • WashingtonSince 15 August 2017

Examinations

Series 6515 August 2017
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Robert David MacRae
CRD
6844196
Firm
Robinswood Financial · CRD 143417
Role
Co-Compliance Officer
Office
3425 Carillon Point, Building 3000, Kirkland, WA 98033
Registration
Investment adviser registration
In the industry since
August 2017
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert MacRae work?

Robert MacRae has been Co-Compliance Officer of Robinswood Financial LLC since June 2025.

Source: Form ADV, Schedule A, filed 28 July 2026

Is Robert MacRae a financial advisor?

Yes. Robert MacRae has a current investment-adviser registration in Washington, through Robinswood Financial since August 2017.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert MacRae have?

Robert MacRae has 9 years in the financial industry, since August 2017, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Robert MacRae passed?

Robert MacRae passed the Series 65 in August 2017.

Source: IAPD individual record, checked 22 October 2026

Where is Robert MacRae based?

Robert MacRae’s registered office is in Kirkland, WA.

Source: IAPD individual record, checked 22 October 2026

Is Robert MacRae registered with FINRA?

No. Robert MacRae has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert MacRae’s record?

Search CRD 6844196 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert MacRae’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Robinswood Financial

Sources

  1. IAPD individual record, CRD 6844196, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Robinswood Financial LLC, filed 28 July 2026. Title, control and ownership bands.