Patrick J. Mcdevitt
Professional summary
Patrick Joseph Mcdevitt, who also goes by Pat Mcdevitt, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Seattle, Washington and CETERA ADVISORS LLC located in Seattle, Washington.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Patrick has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Mcdevitt's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 12, 2020 - Present
CETERA INVESTMENT ADVISERS LLC
September 8, 2022 - Present
CETERA ADVISORS LLC
July 2, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
May 17, 2004 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
May 17, 2004 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
March 4, 1998 - May 17, 2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC
March 10, 1995 - May 17, 2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC
April 30, 1990 - December 30, 1994
RAGEN MACKENZIE INVESTMENT SERVICES, LLC
August 22, 1988 - April 6, 1990
LEHMAN BROTHERS INC.
September 23, 1983 - August 29, 1988
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2022)
(9/8/2022)
(9/8/2022)
(9/8/2022)
(9/8/2022)
(9/8/2022)
(9/8/2022)
(1/17/2024)
(11/12/2020)
(9/8/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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