James Patrick Mcdevitt
Professional Summary
James Patrick Mcdevitt, who also goes by James P Mcdevitt, is a registered financial advisor currently at ROBERTS & RYAN, INC. located in New York, New York. James is registered as a RR (Registered Representative) and started their career in finance in 2002. James has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James P Mcdevitt
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ROBERTS & RYAN INVESTMENTS INC. | ROBERTS SECURITIES, INC. | ROBERTS & RYAN, INC.
Contact Information
Main Address
39 Broadway Ste 1640, New York, NY 10006Mailing Address
39 Broadway Ste 610, New York, NY 10006-3003Phone Number
(866) 884-9959Established
Delaware since 02/01/2023Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (32 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(6/26/2018)
(1/6/2022)
(10/7/2024)
(1/14/2025)
(10/16/2024)
(10/22/2024)
(1/3/2022)
(2/7/2025)
(10/7/2024)
(12/9/2021)
(6/9/2020)
(8/29/2018)
(12/7/2021)
(10/8/2024)
(10/16/2024)
(10/7/2024)
(5/29/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James Patrick Mcdevitt's CRS (Customer Relationship Summary).
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