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Donald Harvey Devost

ADDISON ADVISORS LLC·MIDDLEBURY, Vermont
Series 65Clean record15 years registeredADDISON ADVISORS LLC
5 COURT STREET, MIDDLEBURY, VT 05753CRD# 5831328Firm CRD# 154744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Harvey Devost · MIDDLEBURY, VT
Registration
CRD #5831328 · ADDISON ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MARBLE TRAIL ADVISORS
Nov 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 15, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADDISON ADVISORS LLC
CRD 154744 · SEC 801-115308
AUM
$431M
Regulatory assets under management
Employees
9
1,161 client accounts
Services offered by ADDISON ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADDISON ADVISORS LLC →
Introduction

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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 at ADDISON ADVISORS LLC

Matthew Perry Wootten
MIDDLEBURY, VT

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