Unclaimed Profile

Alan William Bird

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO·ELIZABETH, Illinois

Series 7, Series 16, Series 24, Series 63Clean record14 years registeredMCDEVITT & BIRD INVESTMENT MANAGEMENT CO

2660 WEST LONGHOLLOW ROAD, ELIZABETH, IL 61028-9455CRD# 1236787Firm CRD# 109920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan William Bird · ELIZABETH, IL

Registration

CRD #1236787 · MCDEVITT & BIRD INVESTMENT MANAGEMENT CO · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Mar 2012 – Dec 2025

Elizabeth, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 24

Series 63

Registration record

First registered · March 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

CRD 109920 · SEC 801-52991

AUM

$34M

Regulatory assets under management

Employees

56 client accounts

Services offered by MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MCDEVITT & BIRD INVESTMENT MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Alan William Bird offer?

Alan William Bird specializes in Investment Management.

What are Alan William Bird's credentials?

Alan William Bird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan William Bird located?

Alan William Bird is based in ELIZABETH, Illinois, last registered with MCDEVITT & BIRD INVESTMENT MANAGEMENT CO.

How does Alan William Bird charge for services?

Alan William Bird's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDEVITT & BIRD INVESTMENT MANAGEMENT CO?

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

Martin A Mcdevitt

ELIZABETH, IL

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Illinois

CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)

City Guides

CHICAGO Guide NAPERVILLE Guide DOWNERS GROVE Guide OAK BROOK Guide NORTHBROOK Guide

Research

Advisor Fees in Illinois National Fee Analysis

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