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Brian mcrae

Vice President - Investments

Direct: (310) 432-2188

Phone: (800) 872-0444
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Los Angeles, CA

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about brian

Brian possesses a passion for finance and investing that he has carried since his days growing up in New York. He knows that every situation is unique and requires a tailor-made approach to portfolio construction and financial planning.

Prior to joining Siebert, Brian attended the University of Southern California where he pursued his love of economics, math and investing. While there, he also worked with the Los Angeles Fire Department to help raise money for charities supporting widows and orphans of firefighters harmed in the line of duty.  When not working with clients he can be found reading about finance and the economy, watching sports or traveling with friends and family.  

Brian currently resides in Los Angeles and helps clients all across the nation achieve their financial goals. Whether it’s saving for retirement, planning for college or working to buy a house, Brian is there for his clients every step of the way. Brian places a strong emphasize on delivering phenomenal service to his clients while using modern portfolio theory to create practical, pragmatic financial plans.

brian mcrae

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ADDITIONAL SERVICES

Trust Services

401(k) Rollovers

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Licenses & Registrations

Exams and Registrations: Series 7, Series 66

Disciplinary Information:• No reportable disciplinary history• For a complete overview of Brian's disclosure history, please visit the FINRA's BrokerCheckLink

Additional Compensation: Brian does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Supervisor: Peter Sosnowski - Senior Vice President of Retail Division 201.499.0316

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Education & Background

Educational Background: University of Southern California BS in Management

Business Experience: Siebert AdvisorNXT, LLC – Investment Advisor Representative (2018-Present)

Muriel Siebert & Co., LLC – Registered Representative (2018-Present)
‍
StockCross Financial Services – Registered Representative (2012-2019)

Other Business Activities:
‍Investment-Related Activities
Registered Representative at Muriel Siebert & Co., affiliated broker-dealer of Siebert AdvisorNXT, LLC
‍
‍Non-Investment-Related Activities
Brian is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.

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Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

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Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

‍Siebert AdvisorNXT, LLC. (“SiebertNXT”) – A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. SiebertNXT is the brand name for Siebert AdvisorNXT, LLC. Prior to investing in a managed SiebertNXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. Siebert AdvisorNXT, LLC. is a wholly owned subsidiary of Siebert Financial Corporation. Please read SiebertNXT Disclosures for more information.

Park Wilshire Companies, Inc. ("Siebert Insurance") - Offer insurance products and annuity investments through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation. Please read Siebert Insurance Disclosures and Siebert Annuities Disclosure.

RISE Financial Services LLC ("RISE Prime Services") - is a registered Broker Dealer and subsidiary of Siebert Financial Corporation. RISE Prime is a division of RISE Financial Services, LLC.

‍Siebert Employee Share Plans & Siebert Corporate Services – Partners with public companies to offer share plan administration solutions and services on behalf of their employees. Please read Siebert Corporate Service Disclosure.

Siebert Online and SiebertNXT response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance.

You should always carefully consider the investment objectives, risks, charges and expenses of any investment before investing. Investing in securities products involves risk, including possible loss of principal.

Siebert Financial Corporation (“Siebert”) its affiliates & subsidiaries do not provide tax advice, and you should always consult your own tax advisor before taking any action that may have tax consequences.

* Investing involves risk, including the potential loss of principal. "Financial freedom” reflects personal financial goals and is not a guarantee of future results.
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