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Connor P. Mcdevitt

Fiduciary Financial Advisors

Grand Rapids, MI

CRD 6164057

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Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-24
  • MI RA
    APPROVED
    Since 2026-02-24

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Sentry Insurance Burbank CA 02/2016 05/2018
Ep Weath Advisors Torrance CA 02/2019 05/2022
Strategies Wealth Advisors, Llc Grand Rapids MI 06/2022 02/2023
Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) Grand Rapids MI 02/2023 01/2025
Unemployed Los Angeles CA 05/2018 02/2019
Fiduciary Financial Advisors Grand Rapids MI 02/2026 Present
Unemployed Grand Rapids MI 01/2025 02/2026
  • 02/2016 → 05/2018
    Sentry Insurance
    Burbank, CA
  • 02/2019 → 05/2022
    Ep Weath Advisors
    Torrance, CA
  • 06/2022 → 02/2023
    Strategies Wealth Advisors, Llc
    Grand Rapids, MI
  • 02/2023 → 01/2025
    Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)
    Grand Rapids, MI
  • 05/2018 → 02/2019
    Unemployed
    Los Angeles, CA
  • 02/2026 → Present
    Grand Rapids, MI
  • 01/2025 → 02/2026
    Unemployed
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-01
S63 Uniform Securities Agent State Law Examination 2013-03-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-01
  • S63 Uniform Securities Agent State Law Examination
    2013-03-01

View on SEC IAPD

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