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Devlin Formey

3 Years of Experience
Paramus, NJ
Broker

Devlin Formey is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Devlin works as a front desk concierge at Lifetime Fitness, dedicating about a quarter of his time to this role. Devlin also owns a football training business, spending minimal time on it.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2022 - August 2025 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
December 2022 - August 2025 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - May 2021 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.