James J. Mcdevitt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James Joseph Mcdevitt was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1982. James had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 3, 2004 - November 12, 2025
CHILMARK FINANCIAL ADVISORS
February 15, 1995 - June 13, 1996
SBC WARBURG, INC.
August 25, 1988 - August 20, 1990
CITIGROUP GLOBAL MARKETS INC.
September 23, 1982 - July 12, 1985
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHILMARK FINANCIAL ADVISORS
CRD#: 125293 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 87,589,743 |
Red Flags
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