Claim Profile
CD

Charles Robert Devaney

CAPITAL ONE ADVISORS, LLC·MCLEAN, Virginia
Unclaimed Profile
1750 TYSONS BLVD, MCLEAN, VA 22102CRD# 4841502Firm CRD# 136865
01

About

Charles Robert Devaney is a registered financial advisor based in MCLEAN, Virginia, affiliated with CAPITAL ONE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL ONE ADVISORS, LLC
CAPITAL ONE ADVISORS, LLC
AUM
Regulatory assets under management
Employees
67
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4841502
Firm CRD# 136865
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MCLEAN?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Robert Devaney offer?
Charles Robert Devaney specializes in Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
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, working with CAPITAL ONE ADVISORS, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
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 →
Browse by specialty