Bay Colony Advisors
42yrs
Top advisor by experience in Concord
2yrs
Kyle McDevitt
Full name on record: Kyle Matthew McDevitt
Financial advisor at Chilmark Wealth Management
Kyle McDevitt is a fiduciary financial advisor in Concord, Massachusetts, with 2 years in the industry. Kyle joined Chilmark Wealth Management in 2025, a firm offering investment management. Chilmark Wealth Management reports being paid through a percentage of assets.
One of 67 advisors with offices in Concord, and one of 59 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeConcord, MA
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.97 million
States licensed ?1 state
Services through Chilmark Wealth Management
Investment management for individuals and small businesses
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.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowChilmark Wealth Management LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Chilmark Wealth Management at (617) 455-1692 and ask for Kyle McDevitt. Kyle works from the Concord, MA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Kyle hold?
Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Chilmark Wealth Management reports being paid by a percentage of the assets they manage. Ask Kyle 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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