Devon Nolan
Devon Nolan is a registered investment advisor at Boyd Capital, based in Rochester, NY, with 19 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 532 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
30 W. Broad, Rochester, NY, 14614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Devon is involved with KAFL Insurance Resources selling life, disability, long-term care, and fixed annuities, dedicating about 10-20% of their time. Devon also rents out a seasonal cottage on Airbnb, spending minimal time on this activity.
Employment History
Current Registrations
Boyd Capital
Previous Registrations
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.