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Scott Matthew Devlin

Fisher\Smb

Carrollton, TX

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Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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
Safety Kleen Systems Inc Richardson TX 06/2017 09/2020
Design Within Reach Dallas TX 07/2015 06/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2020 01/2022
Northwestern Mutual Investment Services Llc Frisco TX 07/2021 01/2022
Fidelity Investments Westlake TX 01/2022 07/2026
Fidelity Investments Boston MA 03/2025 07/2026
Fisher Retirement Solutions Llc Dba Fisher\Smb Carrollton TX 08/2026 Present
  • 06/2017 → 09/2020
    Safety Kleen Systems Inc
    Richardson, TX
  • 07/2015 → 06/2017
    Design Within Reach
    Dallas, TX
  • 09/2020 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2021 → 01/2022
    Northwestern Mutual Investment Services Llc
    Frisco, TX
  • 01/2022 → 07/2026
    Fidelity Investments
    Westlake, TX
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Fisher Retirement Solutions Llc Dba Fisher\Smb
    Carrollton, TX
Previous Registrations
  • 2025-03-31 → 2026-07-16
    Strategic Advisers Llc
    Plano, TX
    Westlake, TX
    Boston, MA
  • 2022-06-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
S63 Uniform Securities Agent State Law Examination 2021-10-19
  • S66 Uniform Combined State Law Examination
    2022-06-07
  • S63 Uniform Securities Agent State Law Examination
    2021-10-19
Other Names
  • Scott Matthew Devlin
  • Scott Devlin

View on SEC IAPD

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