Devin James Mercado

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2019 → 02/2022
  Jpmorgan Chase Bank N.A.
  Stony Brook, NY
• 09/2019 → 02/2022
  J.P. Morgan Securities Llc
  Stony Brook, NY
• 06/2019 → 06/2019
  Bridge Capitol
  Bayport, NY
• 08/2018 → 12/2018
  Elise Stefanik For Congress
  Plattsburgh, NY
• 05/2018 → 08/2018
  Dansfords Hotel, Marina, & Spa
  Port Jefferson, NY
• 01/2017 → 01/2018
  Fager, Amsler, Keller, & Schoppmann Llp
  East Meadow, NY
• 06/2015 → 12/2016
  La Famosa Pizzeria
  Holtsville, NY
• 08/2016 → 05/2019
  University At Albany
  Albany, NY
• 07/2019 → 08/2019
  Unemployed
  Holtsville, NY
• 03/2022 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-11
• S63 Uniform Securities Agent State Law Examination
  2019-11-07

Other Names

• Devin James Mercado
• Devin Mercado