Devin Rogers (CRD# 7154759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Charlotte, NC | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, NC | Sep 2021 - Current | 2 |
| The Vanguard Group, Inc. | Charlotte, NC | Jul 2019 - Aug 2021 | 2 |
| Pure Barre | Columbia, SC | Sep 2018 - May 2019 | < 1 |
| Sadik & Associates | Columbia, SC | Nov 2017 - May 2019 | 1 |
| The Corner Blend | Columbia, SC | Sep 2016 - May 2019 | 2 |
| University Of South Carolina | Columbia, SC | Aug 2015 - May 2019 | 3 |
| Eaglestone Tax & Wealth Advisors | Rockville, MD | May 2018 - Aug 2018 | < 1 |
| Babysitting | Olney, MD | Apr 2015 - Aug 2015 | < 1 |
| Sherwood High School | Sandy Spring, MD | Sep 2011 - Jun 2015 | 3 |
| The Little Gym | Olney, MD | Jan 2012 - Apr 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NC
- TX
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Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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