Investment adviser representative · Global Wealth Management Investment Advisory, Inc.
Devin T. Rountree
CRD 5585685 · Fort Lauderdale, FL
At a glance
Devin T. Rountree is an investment adviser representative with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Devin’s SEC record dates to 2008, about 17 years ago.
Current advisory firm
- Global Wealth Management Investment Advisory, Inc.Since July 2025Fort Lauderdale, FL · $723M in regulatory assets
SEC adviser record
- Registered since
- 2008 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Devin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.