Edmp
46yrs
Top advisor by experience in Lutz
18yrs
Nicholas McDevitt
Full name on record: Nicholas Robert McDevitt
Financial advisor at PFG Private Wealth Management
Nicholas McDevitt is a fiduciary financial advisor in Lutz, Florida, with 18 years in the industry. After seven years at MML Investors Services, Nicholas joined PFG Private Wealth Management in 2016, a firm offering financial planning, investment management, and retirement plan consulting. PFG Private Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 121 advisors with offices in Lutz, and one of 110 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 63% of advisors in Lutz
Office18572 N. Dale Mabry Hwy, Lutz, FL 33548
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$591,071
Advisors at the firm6
States licensed ?1 state
Services through PFG Private Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
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
- 2016 – nowPFG Private Wealth Management, LLCCurrent firm
- 2009 – 2016MML Investors Services, LLCPreviously
Contact Nicholas
(813) 286-7776PFG Private Wealth Management main office 18572 N. Dale Mabry HwyLutz, FL 33548Office · Get directions Facebook pagePFG Private Wealth Management
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- 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 Nicholas
How do I contact Nicholas?
Call PFG Private Wealth Management at (813) 286-7776 and ask for Nicholas McDevitt. Nicholas works from the Lutz, FL office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2008, about 18 years. More experience than 63% of advisors in Lutz.
What licenses does Nicholas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
PFG Private Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nicholas 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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