Park Avenue Securities
41yrs
Top advisor by experience in Yorktown Heights
30yrs
Based in Yorktown Heights, New York, Patrick Devaney is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with LPL Financial since 2021; before that, Patrick spent six years at Ameriprise Financial Services and two years at Citigroup Global Markets. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Yorktown Heights, and one of 26 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Yorktown Heights
Office1911 Commerce Street, Yorktown Heights, NY 10598
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2014 – 2020Ameriprise Financial Services, LLCPreviously
- May 2007 – Mar 2009Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call LPL Financial at 704-733-3300 and ask for Patrick Devaney. Patrick works from the Yorktown Heights, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 15% by experience in Yorktown Heights.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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