Devin Foudos

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2018 → 05/2020
  University Of Baltimore
  Baltimore, MD
• 08/2018 → 08/2019
  Corporate Mailing Services
  Baltimore, MD
• 08/2019 → 11/2020
  New Day Usa
  Fulton, MD
• 11/2020 → 03/2021
  Mr Cooper
  Coppell, TX
• 08/2018 → 08/2021
  Padonia Swim Club
  Cockeysville, MD
• 07/2017 → 10/2017
  Dicks Sporting Goods
  Cockeysville, MD
• 01/2018 → 03/2018
  Jimmy Johns
  Lutherville, MD
• 07/2021 → 12/2022
  Northwestern Mutual Investment Services Llc
  Hunt Valley, MD
• 08/2021 → 12/2022
  Northwestern Mutual - Dan Urban Group
  Hunt Valley, MD
• 12/2022 → 04/2023
  Charles Schwab & Co., Inc.
  Towson, MD
• 12/2022 → 04/2023
  Charles Schwab Bank, Ssb
  Towson, MD
• 06/2023 → 02/2026
  J.P. Morgan Securities Llc
  Baltimore, MD
• 06/2023 → 02/2026
  Jpmorgan Chase Bank, N.A.
  Baltimore, MD
• 04/2016 → 06/2017
  Unemployed
  Monkton, MD
• 11/2017 → 12/2017
  Unemployed
  Monkton, MD
• 05/2023 → 05/2023
  Unemployed
  Monkton, MD
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Parkville, MD
• 04/2026 → Present
  Bank Of America, N.A.
  Parkville, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-05-28
• S63 Uniform Securities Agent State Law Examination
  2022-04-29

Other Names

• Devin Foudos
• Devin Nick Michael Foudos