Christopher H. Devoe

CONSTELLATION ASSET MANAGEMENT

Fayetteville, NY 13066-1126

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CRD#: 2087220

Professional summary

Christopher Howard Devoe is a registered financial advisor currently at CONSTELLATION ASSET MANAGEMENT, INC. located in Fayetteville, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

C&H Stamps, Non-investment related, PO Box 855, Dewitt NY 13214, mail order sale of collectibles, owner, 05/1979 to Present, 10 hours per month - none during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Howard Devoe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2021 - Present

CONSTELLATION ASSET MANAGEMENT, INC.

Office #1: 7030 E. Genesee Street Suite 211, Fayetteville, NY 13066-1126

RIA

CRD#: 125704

Fayetteville, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONSTELLATION ASSET MANAGEMENT, INC.

CRD#: 125704 / SEC#: 801-113212

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

New York

Registered Investment Advisory firm - (5/10/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CONSTELLATION ASSET MANAGEMENT, INC.

CRD#: 125704 / SEC#: 801-113212

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

New York

Registered Investment Advisory firm - (5/10/2018 Terminated)

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Contact information

Main Address

7030 E. Genesee Street Suite 211, Fayetteville, NY 13066-1126

Mailing Address

Phone number

(315) 396-8335

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONSTELLATION ASSET MANAGEMENT INC. FORM ADV PARTS 2A & 2B (10/14/2025)

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 71,425,844

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher H. Devoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Howard Devoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSTELLATION ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

CONSTELLATION ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

CONSTELLATION ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSTELLATION ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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