Devin Michael Mcgill
Professional Summary
Devin Michael Mcgill is a registered financial advisor currently at MARSHALL + STERLING WEALTH ADVISORS, INC. located in Poughkeepsie, New York and LPL FINANCIAL LLC located in Poughkeepsie, New York. Devin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Devin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MARSHALL & STERLING WEALTH ADVISORS, INC. | MARSHALL + STERLING WEALTH ADVISORS, INC.
Contact Information
Main Address
278 Mill Street Suite 301, Poughkeepsie, NY 12601Phone Number
(845) 554-1046# of Employees
15SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,536AUM (Assets Under Management)
$1,586,218,016Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MARSHALL & STERLING WEALTH ADVISORS, INC. | MARSHALL + STERLING WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(1/20/2026)
(1/20/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2011About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Devin Michael Mcgill's CRS (Customer Relationship Summary).
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