Scott Matthew Devlin
Investment adviser representative at Fisher\smb
11 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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
- Pension consulting
Experience
11 years in the industry.
- Fisher\smbAug 2026 to now
- Fisher Retirement Solutions LLC dba Fisher\smbAug 2026 to now
- Fidelity InvestmentsJan 2022 to Jul 2026
- Northwestern Mutual Investment Services LLCJul 2021 to Jan 2022
- Northwestern Mutual Life Insurance CompanySep 2020 to Jan 2022
- Safety Kleen Systems IncJun 2017 to Sep 2020
- Design Within ReachJul 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 7279946
- Firm CRD
- 331205