Christan Kay Devries

$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	2024-11-30
FL	RA	APPROVED	2024-11-04

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
New York Life Insurance Co	Jacksonville	FL	07/2019	12/2019
Unemployed	Jacksonville	FL	06/2019	07/2019
Ucapture	Tallahassee	FL	12/2018	05/2019
Florida Fish And Wildlife Conservation	Tallahassee	FL	01/2019	05/2019
Florida State University Athletics	Tallahassee	FL	02/2017	05/2018
Nylife Securities Llc	Jacksonville	FL	10/2019	12/2019
Florida State University	Tallahassee	FL	06/2015	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra Beach	FL	01/2020	Present

07/2019 → 12/2019

New York Life Insurance Co

Jacksonville, FL
06/2019 → 07/2019

Unemployed

Jacksonville, FL
12/2018 → 05/2019

Ucapture

Tallahassee, FL
01/2019 → 05/2019

Florida Fish And Wildlife Conservation

Tallahassee, FL
02/2017 → 05/2018

Florida State University Athletics

Tallahassee, FL
10/2019 → 12/2019

Nylife Securities Llc

Jacksonville, FL
06/2015 → 05/2019

Florida State University

Tallahassee, FL
01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-01