Evan Michael Devito

$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
NY	RA	APPROVED	2026-08-24
TX	RA	APPROVED	2024-08-27
NJ	RA	APPROVED	2024-08-26

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	12/2022	Present
Howell High School	Howell	NJ	01/2014	06/2018
Rowan University	Glassboro	NJ	09/2018	05/2022
Shoprite	Manasquan	NJ	10/2016	07/2017
Irish Riviera Llc (St Stephen's Publick Green House And Bar)	Spring Lake	NJ	07/2017	11/2023
Rosalita's Roadside Cantina	Brick	NJ	06/2018	12/2022
Wine Outlet	Manasquan	NJ	02/2020	01/2021

12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2014 → 06/2018

Howell High School

Howell, NJ
09/2018 → 05/2022

Rowan University

Glassboro, NJ
10/2016 → 07/2017

Shoprite

Manasquan, NJ
07/2017 → 11/2023

Irish Riviera Llc (St Stephen's Publick Green House And Bar)

Spring Lake, NJ
06/2018 → 12/2022

Rosalita's Roadside Cantina

Brick, NJ
02/2020 → 01/2021

Wine Outlet

Manasquan, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-23