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Douglas Robyn MacGray

Stonecrop Wealth Advisors, LLC

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About Douglas Robyn MacGray

Douglas MacGray is a financial advisor with over 14 years of experience in the industry. He is currently registered with Stonecrop Wealth Advisors, LLC in West Chester, Pennsylvania, and has prior experience with APW Capital, Inc. and Emerging Growth Equities, Ltd. Douglas is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses. Douglas's areas of expertise include retirement planning, estate planning, investment management, and insurance.

Firm Information

Douglas MacGray is currently registered with Stonecrop Wealth Advisors, LLC. Stonecrop Wealth Advisors, LLC is an investment advisor based in West Chester, Pennsylvania, with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages approximately $235,907,635 in assets, with clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Stonecrop Wealth Advisors, LLC

2 WEST MARKET STREET

WEST CHESTER, PA 19382

$235.91M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas MacGray’s Registration & Firm History

PA

01/02/2020 - Present

Stonecrop Wealth Advisors, LLC (WEST CHESTER PA)

PA

12/02/2008 - 01/03/2020

APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)

PA

02/09/2007 - 12/31/2008

EMERGING GROWTH EQUITIES, LTD. (BRYN MAWR PA)

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Licenses & Designations

BC

Issued 03/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Robyn MacGray.
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