Nicholas R. Mcdevitt

PFG PRIVATE WEALTH MANAGEMENT

Lutz, FL 33548

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CRD#: 5433628

Professional summary

Nicholas Robert Mcdevitt is a registered financial advisor currently at PFG PRIVATE WEALTH MANAGEMENT, LLC located in Lutz, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Nicholas has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

Independent Insurance Agent, Sole Proprietor, Start: 12/12/07, 18572 N. Dale Mabry Hwy. Lutz, FL 33548, Insurance Agency/Agent, 8 hours per month, <1 hour per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Mcdevitt's CRS (Customer Relationship Summary).

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

May 16, 2016 - Present

PFG PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 18572 N. Dale Mabry Hwy, Lutz, FL 33548

RIA

CRD#: 282301

Lutz, FL

Past

May 13, 2016 - May 25, 2017

MUTUAL SECURITIES, INC.

CRD#: 13092

Lutz, FL

Past

January 22, 2009 - May 12, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

TAMPA, FL

Past

December 5, 2007 - May 12, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PFG PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 282301 / SEC#: 801-113163

RIA

Registered Investment Advisory firm - (5/4/2018 Approved)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

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).

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

Florida
(5/16/2016)

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

IAR

Series 65

Date: 12/1/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PFG PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 282301 / SEC#: 801-113163

RIA

Registered Investment Advisory firm - (5/4/2018 Approved)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

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Contact information

Main Address

18572 N. Dale Mabry Hwy, Lutz, FL 33548

Mailing Address

Phone number

(813) 286-7776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-PFG PRIVATE WEALTH MANAGEMENT, LLC (7/24/2025)

Regulatory assets under management

Total Number of Accounts	1,104
AUM (Assets Under Management)	$ 238,543,738

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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Firm Stability Insights

Nicholas R. Mcdevitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Mcdevitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PFG PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2008

Series 63

Date: 8/23/2008

SIE

Date: 5/25/2017

Series 7

Date: 7/6/2010

Series 6

Date: 12/3/2007

Current Firm

PFG PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PFG PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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