Ted Robert Devoe

Employer firm

Millennium Portfolio Advisors CRD 137124

$45.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Millennium Portfolio Advisors

Arlington, TX • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2006-01-03

CO RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2006-01-03

Branch Locations

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
T. Robert Devoe, Cpa	Aurora	CO	07/1980	Present
Fiduciary Counsel Inc.	Aurora	CO	09/2005	Present
Millennium Portfolio Advisors	Aurora	CO	10/2005	Present

07/1980 → Present

T. Robert Devoe, Cpa

Aurora, CO
09/2005 → Present

Fiduciary Counsel Inc.

Aurora, CO
10/2005 → Present

Millennium Portfolio Advisors

Aurora, CO

Previous Registrations

2005-09-01 → 2008-12-03

Fiduciary Counsel, Inc.

Aurora, CO
2004-03-26 → 2006-01-13

Integrated Wealth Partners

Centennial, CO

Other Businesses

PERFORM ACCOUNTING SERVICES, TAX PREPARATION AND BUSINESS VALUATION ON A PART-TIME BASIS UNDER THE BUSINESS NAME, T. ROBERT DEVOE, CPA. THE BUSINESS ADDRESS IS 6945 S. RIVIERA ST., AURORA, CO 80016. I OPERATE AS A SOLE-PROPRIETOR AND I HAVE NO RELATIONSHIPS WITH OTHER BUSINESSES. I WORK 10 HOURS PER MONTH WITH NONE DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-25

S65 Uniform Investment Adviser Law Examination

2004-03-25

Other Names

T. Robert Devoe

View on SEC IAPD