Martin McDevitt, financial advisor Mequon WI

Martin McDevitt

CRD Number: 326664
Current Firm: Mcdevitt & Bird Investment Management Co

Martin McDevitt (CRD# 326664) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Mequon, WI and has 1 year of experience in the finance industry.

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Annex Wealth Management, LLC
Company Name Location Dates Years
Mcdevitt & Bird Investment Managment Company Elizabeth, IL Sep 1996 - Current 27

Martin McDevitt has no recent exams reported.
Contact Info for Martin A. McDevitt
Phone Number: 815-275-4406
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $846,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, WI

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