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Christopher James Devlin

Selective Wealth Management, Inc.

Forest, VA

Denver, CO

CRD 6093992

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Employer firm

Selective Wealth Management, Inc. CRD 164882

$455M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
NC RA APPROVED 2022-08-30
TX RA APPROVED_RES 2013-04-26
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NC RA
    APPROVED
    Since 2022-08-30
  • TX RA
    APPROVED_RES
    Since 2013-04-26

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Denver, 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
OrganizationCityStateFromTo
Selective Wealth Management, Inc. Lynchburg VA 07/2012 12/2016
Selective Wealth Management, Inc. Forest VA 01/2017 Present
Selective Wealth Management, Inc. Forest VA 07/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-15
  • S65 Uniform Investment Adviser Law Examination
    2011-10-15
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
HSC WEALTH ADVISORS
YORKTOWN MANAGEMENT AND RESEARCH CO INC

Nearby Investors

WILLIAM MICHAEL HERBERT
JUSTIN MILES VICTOR
JOEL ERIK BENGDS

Nearby Offices

OSAIC INSTITUTIONS, INC. · FOREST, VA
HSC WEALTH ADVISORS · FOREST, VA
YORKTOWN MANAGEMENT AND RESEARCH CO INC · FOREST, VA

More in Forest, VA

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