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Kyle Matthew Mcdevitt

Chilmark Wealth Management LLC

Concord, MA

CRD 8050046

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Employer firm

Chilmark Wealth Management LLC CRD 335044

$88.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Chilmark Wealth Management Llc

Concord, MA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-17
MA RA APPROVED 2025-05-02
NJ RA APPROVED 2025-05-02
NY RA APPROVED 2025-05-02
  • FL RA
    APPROVED
    Since 2025-06-17
  • MA RA
    APPROVED
    Since 2025-05-02
  • NJ RA
    APPROVED
    Since 2025-05-02
  • NY RA
    APPROVED
    Since 2025-05-02

Branch Locations

Concord, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aew Capital Management Boston MA 07/2016 10/2018
Mll Capital Boston MA 10/2018 02/2020
Skanska Boston MA 02/2020 09/2025
Chilmark Wealth Management Llc Concord MA 09/2024 Present
  • 07/2016 → 10/2018
    Aew Capital Management
    Boston, MA
  • 10/2018 → 02/2020
    Mll Capital
    Boston, MA
  • 02/2020 → 09/2025
    Skanska
    Boston, MA
  • 09/2024 → Present
    Concord, MA
Other Businesses

Chilmark and Kyle McDevitt also provide Tax Preparation Services. From time to time, advice or products from those activities may be offered to clients and clients should be aware that these services involve a conflict of interest. Chilmark always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services. Approximately 75% of time is spent on this activity during tax season (January through April).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-26
  • S65 Uniform Investment Adviser Law Examination
    2024-08-26

View on SEC IAPD

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