Michael McDevittCRD Number: 6106750
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael McDevitt (CRD# 6106750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 4 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Providence, RI||May 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Providence, RI||Feb 2017 - Current||4|
|Loomis Sayles||Boston, MA||Jul 2015 - Feb 2017||1|
|State Street Bank||Boston, MA||Dec 2013 - Jul 2015||1|
|Unemployed||East Greenwich, RI||May 2013 - Dec 2013||< 1|
|Scottrade||Providence, RI||Aug 2012 - May 2013||< 1|
|Providence College||Providence, RI||Sep 2009 - May 2013||3|
|G-form||Providence, RI||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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