Devin Patrick Shearman
Investment adviser representative at Crescent City Retirement Group
11 yearsExperience
2 statesRegistered in
$130.9MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Crescent City Retirement Group, LLCJan 2026 to now
- Crescent City Insurance Group, LLCJan 2026 to now
- Devin Shearman, Sole ProprietorAug 2023 to now
- Real Estate LandlordJun 2019 to now
- Katie's Restaurant and BarMay 2015 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Crescent City Retirement Group
Legal name: Crescent City Retirement Group, LLC
$130.9MAssets managed
933Clients
4Advisers
1 yearIn 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
- 8211426
- Firm CRD
- 146666