Kiera Devore

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 08/2019
  Morgan Stanley
  Atlanta, GA
• 07/2019 → 08/2020
  Lpl Financial Llc
  Alpharetta, GA
• 12/2022 → 02/2024
  Mml Invesytors Services, Llc
  Atlanta, GA
• 08/2023 → 02/2024
  Massmutual Life Insurance Company
  Atlanta, GA
• 08/2020 → 12/2022
  Homemaker
  Canton, GA
• 02/2024 → Present
  Newedge Securities
  Pittsburgh, PA
• 02/2024 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2019-07-23 → 2020-08-20
  Lpl Financial Llc
  Alpharetta, GA
• 2014-01-13 → 2019-08-07
  Morgan Stanley
  Atlanta, GA
• 2013-01-22 → 2014-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

Ms. DeVore conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Streamline Wealth. Ms. DeVore is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14

Other Names

• Kiera Lynn Mccarthy
• Kiera Devore
• Kiera L Devore