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CM

Colin M. Mcdevitt

REGIONAL INVESTMENT SERVICES
ORLANDO, FL 32835
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CRD#: 7407483
CM

Professional summary


Colin M Mcdevitt, who also goes by Colin Michael Mcdevitt, Colin Mcdevitt, is a registered financial professional currently at REGIONAL INVESTMENT SERVICES, INC. located in Orlando, Florida.

Colin is registered as a RR (Registered Representative) and started their career in finance in 2021. Colin has worked at 5 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Colin Michael Mcdevitt | Colin Mcdevitt

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) - BD


Click below to view Colin M 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

August 18, 2025 - Present

REGIONAL INVESTMENT SERVICES, INC.

Office #1: 2101 Park Center Drive Suite 290, Orlando, FL 32835
BD
CRD#: 46929
ORLANDO, FL
Past

June 25, 2025 - July 25, 2025

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

October 2, 2024 - November 26, 2024

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

October 19, 2021 - July 2, 2024

PACER FINANCIAL, INC.

BD
CRD#: 137040
Malvern, PA
Past

August 16, 2021 - October 26, 2021

ROBERTS & RYAN, INC.

BD
CRD#: 19456
Red Bank, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New Jersey
(8/18/2025)
RR
New York
(8/18/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/1/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RI
REGIONAL INVESTMENT SERVICES, INC.
REGIONAL INVESTMENT SERVICES, INC.

CRD#: 46929 / SEC#: , 8-51588

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
2101 Park Center Drive Suite 290, Orlando, FL 32835
Mailing Address
9100 Conroy Windermere Road Suite 200, Office 223, Windermere, FL 34786
Phone number
(407) 630-8725
Established
Ohio since 01/19/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LONGEVITY MARKET ADVISORS, LLCOWNER
MCCAULEY, WILLIAM HUGH JRCFO5267440
MCCAULEY, WILLIAM HUGH JRPRESIDENT5267440
MILNE, RALPH AAMLCO6034910
RAND, PAIGE WOODSUMCHIEF COMPLIANCE OFFICER4520907

Disclosures


Arbitration1

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.

Company Information


REGIONAL INVESTMENT SERVICES, INC.

CRD#: 46929Orlando, FL 32835

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