John
Macdavitt

Alight Financial Advisors, LLC

CRD#6731768
Investment Advisor
in Palm Bay, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started