Marcus Devito, financial advisor New Haven CT

Marcus Devito

CRD Number: 6381718
Current Firm: Park Avenue Securities LLC

Marcus Devito (CRD# 6381718) is an Investment Advisor Representative working at Park Avenue Securities LLC in New Haven, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Company New Haven, CT Nov 2019 - Current 2
Park Avenue Securities New Haven, CT Nov 2019 - Current 2
Guardian Life Insurance Company Madison, CT Nov 2018 - Oct 2019 < 1
Park Avenue Securities Madison, CT Nov 2018 - Oct 2019 < 1
Park Avenue Securities, LLC Hamden, CT Dec 2018 - Dec 2018 < 1
Guardian Life Insurance Co Of America Hamden, CT Nov 2018 - Nov 2018 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2017 - Nov 2018 1
Northwestern Mutual Investment Services LLC Fairfield, CT Sep 2016 - Nov 2018 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2016 - Nov 2018 2
Unemployed Branford, CT Dec 2015 - Feb 2016 < 1
Student Villanova, PA Aug 2005 - Dec 2015 10
Soundview Ymca Branford, CT Aug 2008 - Aug 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Marcus D. Devito
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • FL
  • GA
  • MO
  • NY
By the Numbers
  • Total Assets Under Management
    7,580
    MILLIONS
  • Total Number of Accounts
    39,245
    ACCOUNTS
  • Average Account Value
    $193,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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