John
Macdavitt

Alight Financial Advisors, LLC

CRD#6731768
Investment Advisor
in Palm Bay, FL

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About this Advisor

John Macdavitt is a financial advisor based in Palm Bay, Florida, working with Alight Financial Advisors, LLC. John has previously held positions at Heron Financial Partners, Inc, Health First, Inc, Cetera Advisors, Hpp Tax Alliance, Royal Alliance, Ifp Securities LLC, and Alight Financial Advisors. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, John is part of Alight Financial Advisors, LLC, which operates out of Palm Bay, Florida. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Palm Bay, FL

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$32,132,173,090

FL Average: $3,625,019,099
Total Number of Employees

60

FL Average: 22
Total Number of Accounts

228,318

FL Average: 1,917
Average Account Size

$140,734

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

John Macdavitt Work History

2022 - Present (2 years)

Alight Financial Advisors

2021 - 2022 (1 year)

Ifp Securities LLC

2019 - 2021 (2 years)

Royal Alliance

2018 - 2019 (1 year)

Cetera Advisors

2018 - 2021 (3 years)

Hpp Tax Alliance

2016 - 2021 (5 years)

Heron Financial Parters, Inc

2014 - 2017 (3 years)

Health First, Inc

2014 - 2014 (< 1 year)

N/A

Disclosures

Please visit the SEC profile of John Macdavitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alight Financial Advisors, LLC

Jarrod Means
Waco, TX
Evan Von Waldner
Hilton Head Island, SC
John Macdavitt
Palm Bay, FL
Jason Akers
Burlington, NC
Michael Cannizzaro
Naples, FL
Avery Keitt
Charlotte, NC
Faith Rash
Charlotte, NC
Joseph Nielsen
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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