Martin A Mcdevitt Jr
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marty Mcdevitt Jr.
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
57 years in the financial services industry
Current & Past Employments
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Current Firm
MCDEVITT & BIRD INVESTMENT MANAGEMENT CO
Contact Information
Main Address
Mequon, WIMailing Address
2605 W Lake Vista Ct., Mequon, WI 53092Phone Number
815-281# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$8,874,401Similar Advisors
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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
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 41 — NYSE Allied Member Examination
Passed Aug 1969Series 40 — Registered Principal Examination
Passed Aug 1969Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Martin A Mcdevitt JR's CRS (Customer Relationship Summary).
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