Martin A. Mcdevitt

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Mequon, WI

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CRD#: 326664

Professional summary

Martin A Mcdevitt JR, who also goes by Marty Mcdevitt Jr., is a registered financial advisor currently at MCDEVITT & BIRD INVESTMENT MANAGEMENT CO located in Mequon, Wisconsin.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. Martin has worked at 9 firms and has passed the Series 41 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Mcdevitt Jr.

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 Martin A Mcdevitt JR'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

April 24, 2012 - Present

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

RIA

CRD#: 109920

Mequon, WI

Past

November 1, 1999 - February 10, 2000

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

November 27, 1998 - November 1, 1999

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

March 10, 1987 - November 27, 1998

CLEARY GULL REILAND & MCDEVITT INC.

CRD#: 18716

MILWAUKEE, WI

Past

May 2, 1980 - January 30, 1987

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Past

April 13, 1978 - May 18, 1980

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

April 4, 1978 - May 21, 1978

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

September 21, 1971 - April 4, 1978

BLUNT ELLIS & SIMMONS INCORPORATED

CRD#: 98

Past

September 3, 1969 - November 6, 1971

THE MILWAUKEE COMPANY

CRD#: 823

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
(4/24/2012)

IAR

Wisconsin
(5/17/2012)

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

General Industry/Product Exam

Series 41

Date: 8/15/1969

NYSE Allied Member Examination

Principal/Supervisory Exam

Series 40

Date: 8/15/1969

Registered 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	7
AUM (Assets Under Management)	$ 6,086,446

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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Martin A. Mcdevitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin A Mcdevitt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

TUCKER ANTHONY INCORPORATED

CLEARY GULL INC.

CLEARY GULL REILAND & MCDEVITT INC.

ROBERT W. BAIRD & CO. INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

BLUNT ELLIS & LOEWI INCORPORATED

BLUNT ELLIS & SIMMONS INCORPORATED

THE MILWAUKEE COMPANY

State Registrations and Notice Filings

Exams

Series 41

Date: 8/15/1969

Series 40

Date: 8/15/1969

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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