James McDevitt, financial advisor Miami FL

James McDevitt

CRD Number: 1066079
Current Firm: Chilmark Financial Advisors

James McDevitt (CRD# 1066079) is an Investment Advisor Representative working at Chilmark Financial Advisors in Miami, FL and has over 28 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Miami FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name Location Dates Years
Chilmark Financial Advisors Miami, FL Jun 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
Contact Info for James J. McDevitt
Phone Number: 786-536-6138
Registered State(s):
  • FL
  • NJ
  • NY
Current Firm Details
Chilmark Financial Advisors
Firm's CRD Number: 125293
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $432,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NJ, NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.