Patrick
Mcdevitt

First Allied Advisory Services, Inc

CRD#1192324
Investment Advisor
in Seattle, WA
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About this Advisor

Patrick Mcdevitt is a certified financial planner whose office is in Seattle, Washington. Currently a registered investment advisor at First Allied Advisory Services, Inc, Mcdevitt has 14 years of professional experience as an investment advisor. Mcdevitt maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcdevitt is registered to act as an advisor in Washington. Throughout their career, Mcdevitt has worked at First Allied Securities, Inc and First Allied Advisory Services, Inc. First Allied Advisory Services, Inc is headquartered in Seattle, Washington, and has 549 locations in the nation. As a company, First Allied Advisory Services, Inc manages $6 billion in assets dispersed across 27,866 client accounts and employs more than 651 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 27,402 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. First Allied Advisory Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4500 9Th Avenue Ne Suite 300
Seattle, WA 98105

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,838,758,448

WA Average: $7,578,581,321
Total Number of Employees

651

WA Average: 43
Total Number of Accounts

27,866

WA Average: 3,727
Average Account Size

$209,530

WA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Mcdevitt Work History

Patrick has 14 years of experience.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2004 - Present (15 years)

First Allied Securities, Inc

Disclosures

Patrick Mcdevitt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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