Devin Schwartz
Devin Schwartz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manhattan, KS, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
555 Poyntz Ave, Ste 280, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Devin works as an independent contractor for Beyond Wealth Advisors, managing and acquiring clients, which takes about half of his time. He is also involved in Bryce Schwartz & Sons LLC and Devin Schwartz Farms LLC, and acts as a trustee, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations8 states
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