Danielle N Devard

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

11 years in the industry.

1. Bank of America, N.AOct 2025 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
3. Stephanie Reiata State Farm LLCJun 2025 to Aug 2025
4. LPL EnterpriseFeb 2025 to May 2025
5. State Farm Vp Management Corp.Oct 2024 to Nov 2024
6. Brian Cover Insurance AgencyAug 2024 to Nov 2024
7. Jeffery Castillo Insurance AgencyApr 2024 to Aug 2024
8. Philadelphia Federal Credit UnionMar 2023 to Apr 2024
9. SweetgreenJul 2022 to Feb 2023
10. Wendcentral Historical DataFeb 2022 to Mar 2023
11. UnemployedJan 2022 to Sep 2022
12. Ll NY PayrollSep 2021 to Jan 2022
13. Rose GroupJul 2021 to Oct 2021
14. Southwest P5Mar 2021 to Jun 2021
15. Community College of PhiladelphiaAug 2020 to Jan 2022
16. Sayre HighschoolDec 2019 to May 2020
17. Lenape HighschoolSep 2019 to Dec 2019
18. Mt Laurel Frex MexMar 2019 to Dec 2019
19. Burlington County Institue of TechnologySep 2016 to Sep 2019
20. Harrington Middle SchoolSep 2014 to Sep 2019

Exams passed

• Series 63 · Uniform Securities Agent State Law2024
• Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (DE, PA, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

7996863

Firm CRD

7691