Stephen Christopher Devlin
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Diamond State Financial GroupJul 2019 to now
- Minnesota Life Insurance CoJul 2019 to Aug 2023
- Securian Financial Services IncJul 2019 to Aug 2023
- Securian Financial Services IncJan 2019 to Jun 2019
- Ryan HomesJun 2018 to Aug 2018
- Turnersville Auto MallJun 2017 to Aug 2017
- Cafe GelatoFeb 2017 to May 2017
- University of DelawareSep 2015 to Jun 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7058401
- Firm CRD
- 105644