Patrick
Devlin

Fidelity Personal And Workplace Advisors

CRD#6843888
Investment Advisor
in Phoenix, AZ

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About this Advisor

Patrick Devlin is a financial advisor based in Phoenix, Arizona, working with Fidelity Personal And Workplace Advisors. Patrick has previously held positions at Funnel Clarity, Accenture Federal Services, Street Shares, Folio Investing, Falls Church High School, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Robinhood Financial, LLC, Robinhood Markets, Inc, and Fidelity Investments. Patrick has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Patrick is part of Fidelity Personal And Workplace Advisors, which operates out of Phoenix, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Phoenix, AZ

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

AZ Average: $16,012,751,954
Total Number of Employees

15,424

AZ Average: 118
Total Number of Accounts

1,991,043

AZ Average: 4,567
Average Account Size

$411,230

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Devlin Work History

2023 - Present (1 year)

Fidelity Investments

2022 - 2022 (< 1 year)

Robinhood Markets, Inc

2021 - 2021 (< 1 year)

Northwestern Mutual Wealth Management Company

2021 - 2022 (1 year)

Robinhood Financial, LLC

2020 - 2021 (1 year)

Northwestern Mutual Life Insurance Company

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Accenture Federal Services

2018 - 2019 (1 year)

Street Shares

2018 - 2019 (1 year)

Falls Church High School

2017 - 2018 (1 year)

Folio Investing

2015 - 2017 (2 years)

Funnel Clarity

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Devlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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