RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
14yrs
Brian McRae
Financial advisor at Cambridge Investment Research Advisors
Brian McRae has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Beverly Hills, California. Brian has been with Cambridge Investment Research Advisors since 2023; before that, Brian spent five years at Siebert Advisornxt, LLC. and seven years at Stockcross Financial Services. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office9800 Wilshire Blvd., Beverly Hills, CA 90212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2018 – 2023Siebert Advisornxt, LLC.Previously
- 2013 – 2020Stockcross Financial Services, Inc.Previously
Contact Brian
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Brian. 9800 Wilshire Blvd.Beverly Hills, CA 90212Office · Get directions Instagram pageCambridge Investment Research Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Brian McRae. Brian works from the Beverly Hills, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
47yrs
Top 1% by experience in Beverly Hills
Jaffe Asset Management
47yrs
Top 1% by experience in Beverly Hills
Morgan Stanley
47yrs
Top 1% by experience in California
UBS Financial Services
46yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California