Maria C. Devlin

DWD PORTFOLIO SOLUTIONS

Pittsburgh, PA 15220

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CRD#: 2150928

Professional summary

Maria Carla Devlin, who also goes by Mariacarla Boniface, Carla Devlin, M Carla Devlin, Mariacarla Devlin, is a registered financial advisor currently at DWD PORTFOLIO SOLUTIONS, INC. located in Pittsburgh, Pennsylvania.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Maria has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mariacarla Boniface | Carla Devlin | M Carla Devlin | Mariacarla Devlin

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.

PRESIDENT OF BONIFACE PORTFOLIO CONSULTING, INC. 261 JEFFERSON DRIVE PITTSBURGH PA 15228, AN INVESTMENT ADVISORY BUSINESS PROVIDING ADVICE TO CLIENTS. I BEGAN THE BUSINESS IN OCTOBER 1994 AND SPEND ABOUT 80 HOURS PER MONTH ON THIS BUSINESS. Carla Devlin is a member of a family limited liability company. The family LLC is not an advisory client of Ms. Devlin or Boniface Portfolio Consulting, Inc. Ms. Devlin spends less than 5% of her time providing services to this family LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Carla Devlin'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

January 11, 1995 - Present

DWD PORTFOLIO SOLUTIONS, INC.

Office #1: 1910 Cochran Rd Manor Oak Two, Suite 103, Pittsburgh, PA 15220

RIA

CRD#: 121435

Pittsburgh, PA

Past

June 1, 2017 - March 15, 2018

PRIMESOLUTIONS ADVISORS, LLC

RIA

CRD#: 110085

PITTSBURGH, PA

Past

February 29, 2008 - April 1, 2024

PACIFIC PORTFOLIO CONSULTING, LLC

RIA

CRD#: 139505

SEATTLE, WA

Past

July 8, 1991 - January 28, 1994

WALNUT STREET SECURITIES, INC.

CRD#: 15840

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".

DWD PORTFOLIO SOLUTIONS, INC.

BONIFACE PORTFOLIO CONSULTING, INC. | DWD PORTFOLIO SOLUTIONS, INC.

CRD#: 121435 / SEC#: 801-113185

RIA

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

Ohio

Registered Investment Advisory firm - (5/15/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/21/2018 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

Pennsylvania
(1/11/1995)

IAR

Texas
(6/16/2022)

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

State Security Law Exam

IAR

Series 65

Date: 2/4/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/3/1991

General Securities Representative Examination

Current Firm

DWD PORTFOLIO SOLUTIONS, INC.

BONIFACE PORTFOLIO CONSULTING, INC. | DWD PORTFOLIO SOLUTIONS, INC.

CRD#: 121435 / SEC#: 801-113185

RIA

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

Ohio

Registered Investment Advisory firm - (5/15/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/21/2018 Terminated)

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Contact information

Main Address

1910 Cochran Rd Manor Oak Two, Suite 103, Pittsburgh, PA 15220

Mailing Address

Phone number

(412) 341-6642

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DWD PORTFOLIO ADV PART 2A 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	749
AUM (Assets Under Management)	$ 221,044,420

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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Maria C. Devlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Carla Devlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DWD PORTFOLIO SOLUTIONS, INC.

PRIMESOLUTIONS ADVISORS, LLC

PACIFIC PORTFOLIO CONSULTING, LLC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

DWD PORTFOLIO SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/1992

Series 63

Date: 9/10/1991

Series 7

Date: 7/3/1991

Current Firm

DWD PORTFOLIO SOLUTIONS, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DWD PORTFOLIO SOLUTIONS, INC.

TRUST BUT VERIFY

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