Sarah Bliss Schattner
Investment adviser representative at Deroy & Devereaux Private Investment Counsel, Inc.
14 yearsExperience
1 stateRegistered in
$2.6BFirm assets
24 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Deroy & Devereaux Private Investment Counsel, Inc.Dec 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Deroy & Devereaux Private Investment Counsel, Inc.
$2.6BAssets managed
158Clients
11Advisers
24 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
- 5762630
- Firm CRD
- 121560