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Devon A. Scarlett

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-17
  • NJ RA
    APPROVED
    Since 2026-02-17

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 12/2016 05/2017
Unemployed Ewing NJ 06/2016 10/2016
Coface Credit Insurance (Robert Half) Plainsboro NJ 11/2016 11/2016
The Ayco Company, L.P./Mercer Allied Parsippany NJ 02/2018 10/2019
Coface Credit Insurance (Robert Half) Princeton NJ 10/2017 01/2018
Unemployed Ewing NJ 05/2017 10/2017
Unemployed Ewing NJ 10/2019 10/2020
Kubhera Enterprises Llc Princeton NJ 11/2020 03/2021
Fidelity Investments Bridgewater NJ 03/2021 01/2026
Fidelity Investments Boston MA 03/2025 01/2026
Charles Schwab & Co., Inc. Jersy City NJ 02/2026 Present
Schwab Wealth Advisory, Inc. Jersey City NJ 02/2026 Present
  • 12/2016 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 06/2016 → 10/2016
    Unemployed
    Ewing, NJ
  • 11/2016 → 11/2016
    Coface Credit Insurance (Robert Half)
    Plainsboro, NJ
  • 02/2018 → 10/2019
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 10/2017 → 01/2018
    Coface Credit Insurance (Robert Half)
    Princeton, NJ
  • 05/2017 → 10/2017
    Unemployed
    Ewing, NJ
  • 10/2019 → 10/2020
    Unemployed
    Ewing, NJ
  • 11/2020 → 03/2021
    Kubhera Enterprises Llc
    Princeton, NJ
  • 03/2021 → 01/2026
    Fidelity Investments
    Bridgewater, NJ
  • 03/2025 → 01/2026
    Fidelity Investments
    Boston, MA
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Jersy City, NJ
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc.
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-26
S63 Uniform Securities Agent State Law Examination 2017-06-17
  • S65 Uniform Investment Adviser Law Examination
    2017-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-06-17
Other Names
  • Devon Scarlett
  • Devon A. Scarlett
  • Devon Anthony Scarlett
  • Devon Anthony Scarlett

View on SEC IAPD

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MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
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