William Patrick Devilly

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Hingham, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hingham, MA

Other Businesses

Real Estate Ownership; Office Condo; 175 Derby St., Unit 1, Hingham, MA 02043, ,; Not Investment-Related; 07/25/2006 / Condo; 291 S. Collier Blvd, Unit 307, Marco Island, FL 34145, ,; Investment-Related; 04/17/2017 / Condo; 291 S. Collier Blvd, Unit 306, Marco Island, FL 34145, ,; Investment-Related; 03/15/2019. Other Business Activities; Devilly & Donovan, LLC; Set up to buy Office Condo; 175 Derby St., Unit 1, , Hingham, MA, 2043; Not Investment-Related; 07/25/2006; 0 hours per month; 0 during trading hours / Devilly Realty Trust; Trust set up for real estate ownership; 136 Milton St., Dorchester, MA 02124, ,; ; 09/01/2014; 0 hours per month; 0 during trading hours / 307 San Marco LLC; LLC created for real estate ownership for liability purposes; 22 Judges Hill Drive, Norwell, MA 02061, ,; ; 04/17/2017; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-29
• S63 Uniform Securities Agent State Law Examination
  1985-06-20