Donald Devost, financial advisor Middlebury VT

Donald Devost

CRD Number: 5831328
Current Firm: Marble Trail Advisors

Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Addison Advisors Llc Dba Marble Trail Advisors (154744) Middlebury, VT Jul 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Donald H. Devost
Phone Number: 802-388-6300
Registered State(s):
  • NH
  • VT
By the Numbers
  • Total Assets Under Management
    408
    MILLIONS
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $364,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, ME, NH, NY, VT

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