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Principal/chief Compliance Officer · Marble Trail Advisors

Donald H. Devost

CRD 5831328 · Named on Form ADV at one SEC-registered adviser

At a glance

Marble Trail Advisors, an SEC-registered wealth manager based in Middlebury, VT with $583 million in regulatory assets, lists Donald H. Devost on its Form ADV as Principal/chief Compliance Officer, a control person.

Firms and roles

  • Marble Trail AdvisorsPrincipal/chief Compliance OfficerWealth manager · Middlebury, VT · $583M in regulatory assets

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.