Robert
Devinney
Prio Wealth Lp
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About this Advisor
Robert Devinney is a certified financial planner working in Boston, Massachusetts with 4 years of relevant experience. Devinney is an advisor for Prio Wealth Lp. Throughout their career, they have worked at Fidelity Brokerage Services, Sai Global, Fidelity Personal And Workplace Advisors and Prio Wealth Lp. Devinney has Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to serve investors in Massachusetts. Prio Wealth Lp is an advisory company that has its headquarters in Boston, MA. It manages $3 billion in assets under management across its 1,765 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 31 charities and foundations. Of its 1,765 accounts, 64% are held by high-net-worth investors who have at least $1 million in assets available to invest. Prio Wealth Lp has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Prio Wealth Lp can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prio Wealth Lp Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,288,110,373
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28
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1,765
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1,862,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Devinney Work History
Robert has been registered as a financial advisor for 4 years.*
Prio Wealth Lp
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services
Sai Global
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Devinney 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 Prio Wealth Lp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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