Robert Mcdevitt is a CFP-designated registered investment advisor, based in Malvern, PA, with 21 years of industry experience.
Location
100 Vanguard Blvd., Malvern, PA, 19355
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Regulatory History (2)
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Financial
October 2020Final
Financial
December 2017Final
Other Business Activities
Robert is an employee of The Vanguard Group, Inc.
Employment History
Current Registrations
Vanguard Marketing Corporation
February 2018 - Present · 8 yrs 7 mos
Vanguard Marketing CorporationBroker
February 2018 - Present · 8 yrs 7 mos
Vanguard Advisers, INC.
January 2018 - Present · 8 yrs 8 mos
Previous Registrations
Aepg Wealth Strategies
September 2014 - October 2015 · 1 yr 1 mo
Corestates Capital Advisors, LLC
January 2012 - October 2012 · 9 mos
Allstate Financial Services, LLCBroker
November 2010 - June 2011 · 7 mos
Sgc Securities LPBroker
June 2007 - August 2009 · 2 yrs 2 mos
AXA Advisors, LLC
August 2002 - May 2007 · 4 yrs 9 mos
AXA Advisors, LLCBroker
April 1999 - May 2007 · 8 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
April 1999 - January 2000 · 9 mos
Cms Investment Resources, INC.Broker
June 1998 - December 1998 · 6 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.