Alan W. Bird

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Elizabeth, IL 61028-0507

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CRD#: 1236787

Professional summary

Alan William Bird is a registered financial advisor currently at MCDEVITT & BIRD INVESTMENT MANAGEMENT CO located in Elizabeth, Illinois.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Alan has worked at 2 firms and has passed the Series 63, Series 16, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan William Bird'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

March 27, 2012 - Present

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Office #1: 130 North Main Street, Elizabeth, IL 61028-0507

RIA

CRD#: 109920

Elizabeth, IL

Past

May 22, 1984 - February 5, 1997

WINTRUST INVESTMENTS LLC

CRD#: 875

CHICAGO, IL

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

Illinois
(3/27/2012)

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: 6/20/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 16

Date: 10/18/1986

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/7/1987

General Securities Principal Examination

Current Firm

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

CRD#: 109920 / SEC#: 801-52991

RIA

Registered Investment Advisory firm - (8/3/2012 Terminated)

Illinois

Registered Investment Advisory firm - (12/1/2025 Termination Requested)

Wisconsin

Registered Investment Advisory firm - (5/21/2012 Approved)

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

Elizabeth, IL

Mailing Address

P.o. Box 507, Elizabeth, IL 61028-0507

Phone number

(815) 275-4406

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 8,874,401

Red Flags

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

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Alan W. Bird

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan William Bird's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

WINTRUST INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/1986

Series 16

Date: 10/18/1986

Series 7

Date: 5/19/1984

Series 24

Date: 1/7/1987

Current Firm

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

TRUST BUT VERIFY

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