James J. Mcdevitt

CHILMARK FINANCIAL ADVISORS

MIAMI, FL

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CRD#: 1066079

Professional summary

James Joseph Mcdevitt is a registered financial advisor currently at CHILMARK FINANCIAL ADVISORS located in Miami, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. James has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CHILMARK FINANCIAL AND ITS PRINCIPAL JAMES MCDEVITT ALSO PROVIDES TAX RETURN PREPARATION SERVICES AS PART OF ITS FINANCIAL SERVICES UNDER THE SAME BUSINESS NAME. THE TAX PREP BUSINESS IS NOT INVESTMENT RELATED. FEES FOR TAX PREP SERVICES ARE SEPARATE FROM ANY INVESTMENT ADVISORY FEES. ON AVERAGE THE FIRM DEVOTES 10-15 HOURS A MONTH TO TAX PREP RELATED ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Mcdevitt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 3, 2004 - Present

CHILMARK FINANCIAL ADVISORS

RIA

CRD#: 125293

MIAMI, FL

Past

February 15, 1995 - June 13, 1996

SBC WARBURG, INC.

CRD#: 23745

NEW YORK, NY

Past

August 25, 1988 - August 20, 1990

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 23, 1982 - July 12, 1985

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/2/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/8/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/14/1995

General Securities Representative Examination

Current Firm

CHILMARK FINANCIAL ADVISORS

CHILMARK FINANCIAL ADVISORS | MCDEVITT, JAMES J

CRD#: 125293 / SEC#:

Florida

Registered Investment Advisory firm - (10/30/2025 Termination Requested)

New Jersey

Registered Investment Advisory firm - (11/6/2025 Terminated)

New York

Registered Investment Advisory firm - (10/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Miami, FL

Mailing Address

Phone number

(786) 536-6138

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 87,589,743

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James J. Mcdevitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Mcdevitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHILMARK FINANCIAL ADVISORS

SBC WARBURG, INC.

CITIGROUP GLOBAL MARKETS INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/1995

Series 7

Date: 2/14/1995

Current Firm

CHILMARK FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHILMARK FINANCIAL ADVISORS

TRUST BUT VERIFY

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