Devin Mcgill
Devin Mcgill is a registered investment advisor at Marshall + Sterling Wealth Advisors, INC., based in Poughkeepsie, NY, with 14 years of industry experience. Devin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 902 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual investment management fees generally vary between 0.50% and 1.80% based on asset value and services. Fees are negotiable and can be higher for extraordinary circumstances or specialized strategies.
Fee Estimator
Location
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
LPL Financial LLCBroker
Marshall + Sterling Wealth Advisors, INC.
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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
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