Robert Michael McDevitt

Financial advisor at Vanguard Advisers Inc · Malvern, PA

Last updated 2026-10-10

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Robert Michael McDevitt is a financial advisor at Vanguard Advisers Inc in Malvern, PA, CRD 2990398. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2002-08-19.

Registration

CRD number
2990398
Registration status
Active
IAPD registration
2002-08-19
Industry Experience
24 years
Work Experience
10 years
States registered
PA, TX

Licenses and exams

  • Series 65
  • Series 63

Designations

  • CFP®

Work history

  • 2018-01 to Present · The Vanguard Group, Inc. · Malvern, PA
  • 2016-04 to 2017-10 · Continental Packaging · Bensalem, PA

Current employment

SEC IAPD record for Robert Michael McDevitt

Vanguard Advisers Inc

Regulatory AUM
$344,619,578,214
Registered advisors
2,469
Offices
80
Clients per advisor
320.6 (Very high)
Average AUM per client
$435.4K (Low)
High-net-worth client ratio
10.1% (Low)

Vanguard Advisers Inc: advisors, services and reported ETF investments

About

Robert Michael McDevitt is a CFP® financial advisor at Vanguard Advisers, Inc. in Malvern, PA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 24 years of industry experience and 10 years of reported work history.

Vanguard Advisers Inc's firm-level Form ADV reports 2,469 advisors across 80 offices; approximately 320.6 clients per advisor, average assets per client of $435,385, and regulatory AUM of $344.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $29.2B across 527 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Michael McDevitt personally.

Reported ETF positions

Vanguard Advisers reports 527 ETF positions worth $29.2B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Vanguard Advisers Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Registered Municipal Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

100 Vanguard Blvd., Malvern, PA 19355

46 advisors at this office.

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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