DM
DM

Douglass Colley Mccrae

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglass works as an attorney providing probate court assistance since 2020. He spends a few hours per week on this activity.

Employment History
Current Registrations
Northwest Asset Management
February 2021 - Present · 5 yrs
Previous Registrations
Securities America Advisors, INC.
November 2020 - February 2021 · 3 mos
Securities America, INC.Broker
November 2020 - February 2021 · 3 mos
Kms Financial Services, INC
December 2013 - November 2020 · 6 yrs 11 mos
Kms Financial Services, INC.Broker
October 2013 - November 2020 · 7 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.