Nicholas McDevittCRD 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 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Pfg Private Wealth Management, LLC||Lutz, FL||May 2016 - Current||1|
|Mutual Securities, Inc.||Camarillo, CA||May 2016 - May 2017||1|
|Mml Investors Services, Inc.||Tampa, FL||Nov 2007 - May 2016||8|
|Massmutual Life Insurance Company||Tampa, FL||Oct 2007 - May 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management82MILLIONS
Total Number of Accounts491ACCOUNTS
Average Account Value$167,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)