Devin Reed, financial advisor Vero Beach FL
93 score

Devin Reed

CRD Number: 5373081
Current Firm: Professional Advisory Services Inc.

Devin Reed (CRD# 5373081) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Professional Advisory Services, Inc. Vero Beach, FL Nov 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Vero Beach, FL Jan 2014 - Current 2
Molar Muncher Vero Beach, FL Aug 2013 - Jan 2014 < 1
Pnc Investments Vero Beach, FL Aug 2012 - Aug 2013 1
Rbc/pnc Vero Beach, FL Aug 2010 - Aug 2012 2
Wachovia Securities, LLC West Palm Beach, FL Jul 2007 - Aug 2010 3
Wachovia Bank, N.a. West Palm Beach, FL Nov 2006 - Aug 2010 3
Coggin Auto Mall Ft.pierce, FL May 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Devin A. Reed
Phone Number: 772-778-0552
Registered State(s):
  • CA
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    731
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $902,311
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, MT, NC, NJ, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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