Mark Christopher Devito

Employer firm

Infinity Financial Services Advisory CRD 304981

$174M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 06/2017
  Massachusetts Mutual Life Insurance Company
  Springfiled, MA
• 03/2017 → 06/2017
  Mml Investors Services, Llc
  Buffalo Grove, IL
• 06/2017 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 07/2017 → 12/2022
  Bank Of America, N.A.
  Northbrook, IL
• 01/2023 → Present
  Infinity Financial Services
  Oakland, CA
• 01/2023 → Present
  Infinity Financial Services Advisory
  Oakland, CA

Previous Registrations

• 2017-06-30 → 2023-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo Grove, IL
  Deer Park, IL
  Northbrook, IL
• 2017-03-25 → 2017-07-07
  Mml Investors Services, Llc
  Buffalo Grove, IL
  Lisle, IL
• 2015-07-10 → 2017-03-25
  Msi Financial Services, Inc.
  Buffalo Grove, IL
• 2010-11-08 → 2015-07-09
  Allstate Financial Advisors, Llc
  Wood Dale, IL
  Deerfield, IL
  Barrington, IL
• 2006-07-24 → 2010-10-25
  Equitable Advisors, Llc
  Deerfield, IL

Other Businesses

Independent Insurance Agent. Investment-related. 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211. Traditional Insurance Sales. Agent. June 2024. 0-1 hours per month - only used for financial planning. 0 hours during securities trading hours. Offering fixed and traditional annuities to clients through an IMO or direct carrier appointment.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-06

Other Names

• Mark Devito
• Mark C Devito
• Mark Devito
• Mark Christopher Devito