Conor DevanyCRD Number: 6131410
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Conor Devany (CRD# 6131410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Cajon, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Bank Of America, N.a.||Pennington, NJ||May 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Oct 2012 - Current||5|
|Delta Airlines||Newark, NJ||Jul 2011 - Oct 2012||1|
|Unemployed||River Edge, NJ||Jan 2011 - Jul 2011||< 1|
|The Container Store||Paramus, NJ||Dec 2010 - Jan 2011||< 1|
|Unemployed||River Edge, NJ||Jan 2010 - Dec 2010||< 1|
|The Container Store||Paramus, NJ||Dec 2009 - Jan 2010||< 1|
|Unemployed||River Edge, NJ||Sep 2009 - Dec 2009||< 1|
|Plainfield Country Club||Edison, NJ||May 2009 - Sep 2009||< 1|
|Unemployed||River Edge, NJ||Sep 2008 - May 2009||< 1|
|River Edge Swim Club||River Edge, NJ||Jun 2006 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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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