Unclaimed Profile

Sarah Esterly Devany

TIAA KASPICK, LLC·BOSTON, Massachusetts

TIAA KASPICK, LLC

70 FRANKLIN STREET, BOSTON, MA 02110-1313CRD# 2816547Firm CRD# 104554

Profile Verification

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

Identity

Sarah Esterly Devany · BOSTON, MA

Registration

CRD #2816547 · TIAA KASPICK, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Sarah Esterly Devany is a registered financial advisor based in BOSTON, Massachusetts, affiliated with TIAA KASPICK, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

TIAA KASPICK, LLC

AUM

$8.1B

Regulatory assets under management

Employees

115

Total firm employees

View all advisors at TIAA KASPICK, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2816547

Firm CRD# 104554

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Esterly Devany offer?

Sarah Esterly Devany specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Sarah Esterly Devany's credentials?

Sarah Esterly Devany is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Esterly Devany located?

Sarah Esterly Devany is based in BOSTON, Massachusetts, working with TIAA KASPICK, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Sarah Esterly Devany charge for services?

Sarah Esterly Devany's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TIAA KASPICK, LLC?

TIAA KASPICK, LLC has approximately 115 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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