Devin Michael Mcgill

Current Employers

Employment History

• 05/2016 → 01/2018
  Infinex Investments, Inc.
  Meriden, CT
• 11/2024 → 04/2025
  Transamerica Financial Advisors, Inc
  Cedar Rapids, IA
• 10/2024 → 04/2025
  Wfgia
  Cedar Rapids, IA
• 05/2016 → 10/2024
  Rhinebeck Bank
  Poughkeepsie, NY
• 04/2025 → 07/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2025 → 07/2025
  Cetera Investment Advisers Llc
  Kingston, NY
• 04/2025 → 07/2025
  Ulster Savings Bank
  Kingston, NY
• 08/2025 → 10/2025
  Key Investment Services Llc
  Brooklyn, OH
• 12/2025 → Present
  Marshall + Sterling Wealth Advisors
  Poughkeepsie, NY
• 01/2026 → Present
  Lpl Financial
  Poughkeepsie, NY

Previous Registrations

• 2025-08-08 → 2025-09-30
  Key Investment Services Llc
  Brooklyn, OH
  Pawling, NY
• 2025-04-15 → 2025-07-28
  Cetera Investment Advisers Llc
  Kingston, NY
• 2024-11-12 → 2025-04-04
  Transamerica Financial Advisors, Llc
  Saugerties, NY
  Cedar Rapids, IA
• 2017-10-30 → 2024-10-21
  Osaic Institutions, Inc.
  Red Hook, NY
  Meriden, CT
  Red Hook, NY
  Poughkeepsie, NY
  Kingston, NY

Other Businesses

1- 01/2026 / Marshall & Sterling Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Rltd / 120 hrs mnth / 120 hrs during trading / at rprt loc / start 12/15/2025 2- 02/04/2026 - Marshall & Sterling Wealth Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 160 hours per month/ during trading - I provide administrative support to Marshall & Sterling Wealth Advisors, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-27
• S63 Uniform Securities Agent State Law Examination
  2011-12-01