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Donald Harvey Devost

ADDISON ADVISORS LLC·MIDDLEBURY, Vermont
Unclaimed Profile
5 COURT STREET, MIDDLEBURY, VT 05753CRD# 5831328Firm CRD# 154744
01

About

Donald Harvey Devost is a registered financial advisor based in MIDDLEBURY, Vermont, affiliated with ADDISON ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADDISON ADVISORS LLC
MARBLE TRAIL ADVISORS
AUM
$431M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ADDISON ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 5831328
Firm CRD# 154744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Harvey Devost offer?
Donald Harvey Devost specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURY, Vermont for a consultation.
What are Donald Harvey Devost's credentials?
Donald Harvey Devost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Harvey Devost located?
Donald Harvey Devost is based in MIDDLEBURY, Vermont, working with ADDISON ADVISORS LLC. Their office serves clients in the MIDDLEBURY metropolitan area and surrounding communities.
How does Donald Harvey Devost charge for services?
Donald Harvey Devost's firm is compensated through percentage of aum, subscription fees, other: asset managemet fees received from other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADDISON ADVISORS LLC?
ADDISON ADVISORS LLC has approximately 9 employees and manages $431M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLEBURY
Matthew Perry Wootten — ADDISON ADVISORS LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
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