Northwest Asset Management

Investment Advisor
in Mercer Island, WA

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About this Advisor

Douglass Mccrae is a financial advisor working in Mercer Island, Washington, with a total of 2 years of industry experience. Mccrae is an employee of Northwest Asset Management. Over the course of their career, they have held roles at Kms Financial Services, Inc, Law Office Of Douglass Mccrae, Pllc, Securities America, Inc, Securities America Advisors and Northwest Asset Management. Mccrae holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Northwest Asset Management is a company that has its headquarters in Mercer Island, WA. The firm has offices in 66 locations and a total of 55 employees. It handles $3 billion in assets under management across its 8,627 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 8,627 client accounts, 26% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Northwest Asset Management can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

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

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Northwest Asset Management Brokerage Details

Total Assets Under Management


WA Average: $3,566,627,242
Total Number of Employees


WA Average: 46
Total Number of Accounts


WA Average: 1,499
Average Account Size


WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Douglass Mccrae Work History

Douglass has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Northwest Asset Management

2020 - 2021 (1 year)

Securities America, Inc

2020 - 2021 (1 year)

Securities America Advisors

2013 - 2020 (7 years)

Kms Financial Services, Inc

2013 - 2013 (< 1 year)

Law Office Of Douglass Mccrae, Pllc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Douglass Mccrae to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwest Asset Management

Douglass Mccrae
Mercer Island, WA
Candida Casey
Chicago, IL
Mahum Prasad
Mercer Island, WA
Brad Landry
Black Diamond, WA
Nathaniel Davis
Mercer Island, WA
Martin Bender
Gilbert, AZ
James Burton
Mercer Island, WA
Austin Cunningham
Mercer Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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