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Roderick McRae

Investment adviser representative at McRae Capital Management in Morristown, NJ

Investment adviser registrationUpdated

Roderick McRae is an investment adviser representative at McRae Capital Management Inc., an investment adviser managing $795M, and works from its Morristown, NJ office. Roderick McRae has been registered through McRae Capital Management since 11 June 2002, has 24 years in the industry across 1 firm and has passed the Series 65.

24
Years in industry
24
Years at firm
1
Adviser firms
0
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Roderick McRae has been an investment adviser representative at McRae Capital Management since June 2002, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · 24 years
    Morristown, NJ · Adviser representative · Firm CRD 104567

Credentials and registrations

Examinations

Series 6531 July 1992
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
2267938
Firm
McRae Capital Management · CRD 104567
Office
230 MADISON AVENUE, Morristown, NJ 07960
Registration
Investment adviser registration
In the industry since
June 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Roderick McRae work?

Roderick McRae is an investment adviser representative registered through McRae Capital Management Inc. since June 2002, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Roderick McRae a financial advisor?

Yes. Roderick McRae has a current investment-adviser registration, through McRae Capital Management since June 2002.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Roderick McRae have?

Roderick McRae has 24 years in the financial industry, since June 2002, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Roderick McRae passed?

Roderick McRae passed the Series 65 in July 1992.

Source: IAPD individual record, checked 24 October 2026

Where is Roderick McRae based?

Roderick McRae’s registered office is in Morristown, NJ.

Source: IAPD individual record, checked 24 October 2026

Is Roderick McRae registered with FINRA?

No. Roderick McRae has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Roderick McRae’s record?

Search CRD 2267938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roderick McRae’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at McRae Capital Management

Sources

  1. IAPD individual record, CRD 2267938, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of McRae Capital Management Inc., filed 21 September 2026. Executive officers and direct owners; this person is not among them.