President · DWD Portfolio Solutions, Inc.
Maria C. Devlin
CRD 2150928 · Named on Form ADV at one SEC-registered adviser
At a glance
DWD Portfolio Solutions, Inc., an SEC-registered wealth manager based in Pittsburgh, PA with $248 million in regulatory assets, lists Maria C. Devlin on its Form ADV as President, a control person.
Firms and roles
- DWD Portfolio Solutions, Inc.PresidentWealth manager · Pittsburgh, PA · $248M in regulatory assets
AtlasMembers
Maria’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.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sam C. DalesandroChief Compliance Officer/ceo, DWD Portfolio Solutions, Inc.
- Keith A. WoernerExecutive V.P. & General Counsel, DWD Portfolio Solutions, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.