Wendy Lynn Devinny
Investment adviser representative at Post Resch Tallon Group
18 yearsExperience
1 stateRegistered in
$340.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- LPL Financial LLCJul 2025 to now
- Post Resch Tallon GroupJun 2024 to now
- Cadaret, Grant & Co., Inc.Jun 2008 to Jul 2025
- Neubert Financial ServicesJun 2008 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Post Resch Tallon Group
Legal name: Post Resch Tallon Group, Inc.
$340.2MAssets managed
440Clients
6Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3233792
- Firm CRD
- 156302