Devon Paige Litchfield

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

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

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-20
TX	RA	APPROVED	2025-10-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	White Plains	NY	01/2021	08/2022
Fado	Katonah	NY	06/2019	10/2025
Bank Of America	White Plains	NY	06/2020	08/2020
Briarcliff High-School	Briarcliff Manor	NY	11/2013	08/2017
University Of Delaware	Newark	DE	08/2017	12/2020
Bank Of America, N.A.	White Plains	NY	11/2021	08/2022
Morgan Stanley	New York	NY	08/2022	10/2025
Morgan Stanley Private Bank, N.A	New York	NY	09/2022	10/2025
Rockefeller Financial Llc	New York	NY	10/2025	Present

01/2021 → 08/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY
06/2019 → 10/2025

Fado

Katonah, NY
06/2020 → 08/2020

Bank Of America

White Plains, NY
11/2013 → 08/2017

Briarcliff High-School

Briarcliff Manor, NY
08/2017 → 12/2020

University Of Delaware

Newark, DE
11/2021 → 08/2022

Bank Of America, N.A.

White Plains, NY
08/2022 → 10/2025

Morgan Stanley

New York, NY
09/2022 → 10/2025

Morgan Stanley Private Bank, N.A

New York, NY
10/2025 → Present

Rockefeller Financial Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08

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