Devin Ashlee Reed

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2017
  Professional Advisory Services, Inc.
  Vero Beach, FL
• 02/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 03/2018 → Present
  Bank Of America, N.A.
  Vero Beach, FL

Previous Registrations

• 2016-02-03 → 2017-02-13
  Professional Advisory Services Inc
  Vero Beach, FL
• 2014-05-01 → 2015-11-13
  Morgan Stanley
  Vero Beach, FL

Other Businesses

I*120518For profit or not for profit: For-Profit OrganizationName of outside business organization: Cobalt Boats/ Marquee EntertainmentInvestment related: NAddress of business:Miami, Florida 33169Nature of business: Other,photo shoot with familyPosition, title, association: Other, ActorStart date of relationship: 2/21/2019Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 8Duties: This is just a day commercial/ print shoot for Cobalt Boats with myself and my kidsI*1686425, Entity Type: Entity Charitable, Name of OBA: B R Foundation LLC, Address: ft pierce, fl, 34949, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/03/2024, No Hours: 24 Yearly, No Hours during Trading: 0 Yearly, Duties: Order bag contents and deliver them 2x a year, To brighten pediatric cancer patients day with necessities and fun extras for their hospital stayI*493631, Entity Type: , Name of OBA: M Family Trust dtd Feb 18,2020, Address: Miami, Florida, 33168, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/18/2020, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4500276 Entity Type: Entity For Profit Name of OBA: Grit, Grind, and God's Grace Address: Ft Pierce, Florida, 34949 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/28/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: I wrote a memoir and it is being published benefiting my sons foundation none

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-30
• S63 Uniform Securities Agent State Law Examination
  2007-08-23

Other Names

• Devin Reed
• Devin Ashlee Sculthorpe
• Devin Ashlee Reed