JM
John R. Macdavitt
ALIGHT FINANCIAL ADVISORS
Palm Bay, FL
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CRD#: 6731768
JM
Professional summary
John Richard Macdavitt is a registered financial advisor currently at ALIGHT FINANCIAL ADVISORS, LLC located in Palm Bay, Florida and ALIGHT FINANCIAL SOLUTIONS, LLC located in Charlotte, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. John has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
1. HPP TAX ALLIANCE POSITION: Tax Intaker NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2018 ADDRESS: 2200 Front St, Suite 303, Melbourne FL 32901, United States DESCRIPTION: Tax Intake Preparation 2. FIXED INSURANCE PRODUCTS POSITION: Insurance Agent NATURE: Fixed Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2018 ADDRESS: 2200 Front St Ste 300, Suite 300, Melbourne FL 32901, United States DESCRIPTION: Sale of Fixed/ Fixed-indexed life, annuities and LTC 3. JR MACDAVITT & ASSOCIATES LLC POSITION: Owner NATURE: LLC/ Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2019 ADDRESS: 2200 Front St. Suite 300, Melbourne FL 32901, United States DESCRIPTION: John MacDavitt is the owner/ operator of JR MacDavitt & Associates LLC. John MacDavitt receives commissions, overrides, fees, and/ or other forms of compensation from business generated through his affiliation with Royal Alliance.
CRS (Client Relationship Summary) - RIA
Click below to view John Richard Macdavitt'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®
NoneExperience
Current
July 15, 2022 - Present
ALIGHT FINANCIAL ADVISORS, LLC
RIA
CRD#: 158744
Palm Bay, FL
Current
June 13, 2022 - Present
ALIGHT FINANCIAL SOLUTIONS, LLC
Office #1: 9335 Harris Corners Parkway Ste 150, Charlotte, NC 28269BD
CRD#: 36509
CHARLOTTE, NC
Past
September 1, 2021 - March 10, 2022
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Cocoa Beach, FL
Past
August 19, 2021 - March 10, 2022
IFP SECURITIES, LLC
BD
CRD#: 297287
TAMPA, FL
Past
February 28, 2020 - May 5, 2021
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MELBOURNE, FL
Past
August 5, 2019 - May 5, 2021
OSAIC WEALTH, INC.
BD
CRD#: 23131
MELBOURNE, FL
Past
January 26, 2019 - July 11, 2019
CETERA ADVISORS LLC
BD
CRD#: 10299
MELBOURNE, 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".
AF
ALIGHT FINANCIAL ADVISORS, LLC
ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC
CRD#: 158744 / SEC#: 801-72679
RIA
Registered Investment Advisory firm - (9/13/2011 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/13/2022)
IAR
Florida(7/15/2022)
RR
North Carolina(6/13/2022)
IAR
North Carolina(8/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALIGHT FINANCIAL ADVISORS, LLC
ALIGHT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS, LLC | AON HEWITT FINANCIAL ADVISORS LLC
CRD#: 158744 / SEC#: 801-72679
RIA
Registered Investment Advisory firm - (9/13/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9335 Harris Corners Parkway Suite 150, Charlotte, NC 28269
Mailing Address
Phone number
(866) 560-7256
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 197,089 |
| AUM (Assets Under Management) | $ 30,882,928,556 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
