Devin Duffy Cruise

Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 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

• 04/2016 → 12/2016
  Aspiriant, Llc
  Los Angeles, CA
• 01/2017 → 01/2019
  Aspiriant, Llc
  Los Angeles, CA
• 02/2019 → 04/2019
  Aspiriant, Llc
  Los Angeles, CA
• 05/2019 → 02/2021
  Aspiriant, Llc
  Los Angeles, CA
• 03/2021 → Present
  Aspiriant, Llc
  Los Angeles, CA

Previous Registrations

• 2014-07-07 → 2016-04-01
  The Glowacki Group, Llc
  Los Angeles, CA
• 2008-02-06 → 2013-12-13
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2005-09-22 → 2008-01-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2005-09-21

Other Names

• Devin D Cruise