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CM

Colin M Mcdevitt

REGIONAL INVESTMENT SERVICES
ORLANDO, FL
·CRD# 7407483·5 years registered

Professional Summary

Colin M Mcdevitt, who also goes by Colin Michael Mcdevitt, Colin Mcdevitt, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Colin Michael Mcdevitt, Colin Mcdevitt

Blog Corner

More Resources

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Videos & Posts

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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.

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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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

REGIONAL INVESTMENT SERVICES, INC.Current·CRD# 46929
BD
333 S Garland Ave Suite 1500, Orlando, FL 32801
August 18, 2025 - Present

Past

FORESIDE FUND SERVICES, LLCPast·CRD# 46106
BD
Portland, ME
June 25, 2025 - July 25, 2025
HRC FUND ASSOCIATES, LLCPast·CRD# 142846
BD
New York, NY
October 2, 2024 - November 26, 2024
PACER FINANCIAL, INC.Past·CRD# 137040
BD
Malvern, PA
October 19, 2021 - July 2, 2024
ROBERTS & RYAN, INC.Past·CRD# 19456
BD
Red Bank, NJ
August 16, 2021 - October 26, 2021

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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)

Contact Information

Main Address

333 S Garland Ave Suite 1500, Orlando, FL 32801

Mailing Address

333 S Garland Ave Suite 1500, Orlando, FL 32801

Phone Number

(407) 630-8725

Established

Ohio since 01/19/1999

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 ACHIEF COMPLIANCE OFFICER, AMLCO6034910

Disclosures

Arbitration

1

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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.

The advisor shows no other business activity.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(8/18/2025)
RR
New York
(8/18/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Colin M Mcdevitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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