AdvisorOS Directory
Claim Profile
Unclaimed Profile
CD

Charles Robert Devaney

CAPITAL ONE ADVISORS, LLC·MCLEAN, Virginia
SIE, Series 7, Series 24, Series 66Clean record20 years registeredCAPITAL ONE ADVISORS, LLC
1750 TYSONS BLVD, MCLEAN, VA 22102CRD# 4841502Firm CRD# 136865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Robert Devaney · MCLEAN, VA
Registration
CRD #4841502 · CAPITAL ONE ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CAPITAL ONE ADVISORS, LLC
CAPITAL ONE INVESTING, INC.
Feb 2021 – May 2022
Hazlet, NJ
CAPITAL ONE ADVISORS, LLC
Feb 2018 – Aug 2019
Edison, NJ
CAPITAL ONE ADVISORS, LLC
Jan 2015 – Oct 2017
SEATTLE, WA
CAPITAL ONE FINANCIAL ADVISORS LLC
Apr 2013 – Jan 2015
MELVILLE, NY
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Apr 2012
PURCHASE, NY
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Jun 2009
PURCHASE, NY
MORGAN STANLEY
Mar 2006 – Apr 2007
PURCHASE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 7, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL ONE ADVISORS, LLC
CRD 136865 · SEC 801-64662
Employees
67
Total firm employees
Services offered by CAPITAL ONE ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at CAPITAL ONE ADVISORS, LLC →
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MCLEAN?

Browse all registered financial advisors in MCLEAN, Virginia or claim this profile if it's yours.

Browse MCLEAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Robert Devaney offer?
Charles Robert Devaney specializes in Investment Management, Wealth Management.
What are Charles Robert Devaney's credentials?
Charles Robert Devaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Robert Devaney located?
Charles Robert Devaney is based in MCLEAN, Virginia, last registered with CAPITAL ONE ADVISORS, LLC.
How does Charles Robert Devaney charge for services?
Charles Robert Devaney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ONE ADVISORS, LLC?
CAPITAL ONE ADVISORS, LLC has approximately 67 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAPITAL ONE ADVISORS, LLC

Jerrold Gonzalez Mauricio
MCLEAN, VA
Robert Torpy Miller
SEATTLE, WA
Garrett Willis Silver
SEATTLE, WA
CFA
Kristen Danielle Constantino
MCLEAN, VA
Monalisa Raass Como
MCLEAN, VA
Leeanna Grace Kraus Glessing
SEATTLE, WA

More Advisors in MCLEAN, Virginia

David Lloyd Blisk
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Suzanne Marie Mckeown
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
James Joseph Bruyette
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, VA
Adam Ira Cohen
WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, VA
CFA
Patrick William Dunne
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, VA
Adam Scott Levy
ANDERSEN TAX LLC·MCLEAN, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)GLEN ALLEN (37)
City Guides
RICHMOND GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile