Christopher Devlin, financial advisor Salt Lake City UT
90 score

Christopher Devlin

CRD Number: 5960254
Current Firm: Strategic Advisers, Inc.

Christopher Devlin (CRD# 5960254) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Jun 2011 - Current 5
Sandridge Jr. High School Roy, UT Aug 2009 - Jun 2011 1
Tomorrows Harvest LLC Bountiful, UT Jul 2009 - Jun 2011 1
Weber County School District Ogden, UT Nov 2010 - May 2011 < 1
Weber State University Ogden, UT Aug 2006 - Apr 2010 3
Daily Bread Food Storage Kaysville, UT Jul 2009 - Jul 2009 < 1
America First Credit Union Clearfield, UT Sep 2007 - Jul 2009 1
Diamond J. Tile Hooper, UT Aug 2006 - Aug 2007 1
Vcs Inc. Ogden, UT Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Christopher B. Devlin
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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