Bryan Mcdavitt
Bryan Mcdavitt is a registered investment advisor at LPL Financial LLC, based in Shrewsbury, MA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
181 Main Street, Suite 200, Shrewsbury, MA, 01545
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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 →Other Business ActivitiesSells Insurance
Bryan operates under two DBAs for his LPL business, MSM Wealth Management Group and McDavitt Wealth Management, dedicating full-time hours to each. He also engages in insurance-related activities, including selling term and whole life insurance, referring clients to insurance agencies, and providing referrals for property & casualty and long-term care insurance, spending a few hours per week on these activities. Bryan also has a business entity, CLM Wealth Inc, for tax/investment purposes, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations12 states
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.