Nicholas McDevitt, financial advisor Lutz FL
93 score

Nicholas McDevitt

CRD Number: 5433628
Current Firm: Pfg Private Wealth Management, LLC

Nicholas McDevitt (CRD# 5433628) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA May 2016 - Current < 1
Pfg Private Wealth Management, LLC Lutz, FL May 2016 - Current < 1
Mml Investors Services, Inc. Tampa, FL Nov 2007 - May 2016 8
Massmutual Life Insurance Company Tampa, FL Oct 2007 - May 2016 8
Aamp Of America Clearwater, FL Jul 2003 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Nicholas R. McDevitt
Phone Number: 813-286-7776
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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