Thomas James Mcdavitt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1997 → 08/2023
  Commonwealth Financial Network
  Worcester, MA
• 08/2023 → Present
  Lpl Financial Llc
  Shrewsbury, MA

Previous Registrations

• 2005-02-08 → 2023-08-15
  Commonwealth Financial Network
  Shrewsbury, MA
  West Boylston, MA
  Northborough, MA
  Bradenton, FL

Other Businesses

1)06/29/2023 - McDavitt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 160 Hr/Mth 2)06/29/2023 - MSM Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2022 - 130 Hr/Mth 3)06/29/2023 - McDavitt Wealth Management - Non-Variable Insurance - Term Life, Whole lIfe, 2nd-to-die life, Universal life. Long-term disability, Long-term care - Inv Rel - At Reported Business Location(s) - Start: 07/2015 4)06/29/2023 - Referral(LTC) - Long Term Care Referrals - Inv Rel - At Reported Business Location(s) - Start: 06/2023 5)06/29/2023 - C&M Financial Group Insurance Agency - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/1998

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-27
• S63 Uniform Securities Agent State Law Examination
  1983-11-01