Maria Devlin, financial advisor Pittsburgh PA

Maria Devlin

CRD Number: 2150928
Current Firm: Dwd Portfolio Solutions, Inc.

Maria Devlin (CRD# 2150928) is an Investment Advisor Representative working at Dwd Portfolio Solutions, Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dwd Portfolio Solutions, Inc. Pittsburgh, PA Oct 1994 - Current 29
Pacific Portfolio Consulting, LLC Seattle, WA Jan 2008 - Mar 2024 16
Primesolutions Advisors, LLC Pittsburgh, PA Jun 2017 - Jan 2018 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Feb 1992
Contact Info for Maria C. Devlin
Phone Number: 412-341-6642
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $261,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, MD, NC, NJ, OH, PA, TX, VA, WV

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