Edward Devenish

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-18
NY	RA	APPROVED	2024-08-09

Branch Locations

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

Organization	City	State	From	To
The Cullinan And Travaglianti Group	Melville	NY	08/2021	05/2024
American Portfolios	Holbrook	NY	05/2019	08/2020
Pilot Lite	London		01/2020	03/2020
Long Island Yacht Club	Bablyon	NY	05/2019	08/2020
King Kullen	Massapequa	NY	06/2016	08/2017
Massapequa High School	Massapequa	NY	09/2013	06/2017
Syracuse University	Syracuse	NY	08/2017	05/2021
Lpl Financial Llc	Melville	NY	09/2023	05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	07/2024	Present
Bank Of America, N.A.	Melville	NY	08/2024	Present

08/2021 → 05/2024

The Cullinan And Travaglianti Group

Melville, NY
05/2019 → 08/2020

American Portfolios

Holbrook, NY
01/2020 → 03/2020

Pilot Lite

London
05/2019 → 08/2020

Long Island Yacht Club

Bablyon, NY
06/2016 → 08/2017

King Kullen

Massapequa, NY
09/2013 → 06/2017

Massapequa High School

Massapequa, NY
08/2017 → 05/2021

Syracuse University

Syracuse, NY
09/2023 → 05/2024

Lpl Financial Llc

Melville, NY
07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
08/2024 → Present

Bank Of America, N.A.

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-02