Wyatt Rae is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tucson, AZ, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wyatt is an independent contractor and wealth advisor for SilverTree Wealth Partners and owner of Wyatt McRae Wealth Advisor PLLC, dedicating about half of his time to each. He is also a partner at Way Holdings LLC, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Edward Jones
June 2009 - March 2023 · 13 yrs 9 mos
Edward JonesBroker
March 2009 - March 2023 · 14 yrs
State Registrations30 states
AKAZCACOCTFLGAHIIAILINKSLAMDMNMONCNMNVNYOKORSCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.