Debra J. Devoe

ENVESTNET PMC

Middleton, WI

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CRD#: 2372586

Professional summary

Debra Jane Devoe, who also goes by Debra J Devoe, Debra Devoe, Debra J Valentine, is a registered financial advisor currently at ENVESTNET PMC located in Middleton, Wisconsin and ENVESTNET PORTFOLIO SOLUTIONS, INC. located in Middleton, Wisconsin.

Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Debra has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra J Devoe | Debra Devoe | Debra J Valentine

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.

Envestnet, Inc., Envestnet Asset Management, Inc., and related RIA affiliates. Serve as Global Chief Compliance Officer. This activity is investment-related. A majority of my time is devoted to these entitles. Day-to-day involvement with ESI will be roughly 15-25%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Jane 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

July 8, 2014 - Present

ENVESTNET PMC

Office #2: 222 N. Lasalle St., Suite 625, Chicago, IL 60601

RIA

CRD#: 111694

Middleton, WI

Current

October 9, 2018 - Present

ENVESTNET PORTFOLIO SOLUTIONS, INC.

Office #2: One North Wacker Drive, Suite 1925, Chicago, IL 60606

RIA

CRD#: 109662

Middleton, WI

Current

November 17, 2023 - Present

ENVESTNET SECURITIES, INC.

Office #1: 1000 Chesterbrook Blvd Suite 250, Berwyn, PA 19312

CRD#: 325803

Berwyn, PA

Past

January 23, 2014 - January 16, 2020

PORTFOLIO BROKERAGE SERVICES, INC.

CRD#: 18554

CHICAGO, IL

Past

November 2, 2007 - October 13, 2009

FDX ADVISORS, INC.

RIA

CRD#: 104601

LOMBARD, IL

Past

September 29, 2005 - December 31, 2012

SUNGARD INSTITUTIONAL BROKERAGE INC.

CRD#: 8509

LOMBARD, IL

Past

July 19, 2005 - September 6, 2005

AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433

MADISON, WI

Past

January 19, 2005 - May 31, 2005

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

October 19, 2004 - May 31, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

July 18, 2003 - September 22, 2004

AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433

MADISON, WI

Past

October 1, 1999 - September 10, 2002

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

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".

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

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

Illinois
(7/8/2014)

IAR

Wisconsin
(4/11/2023)

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 66

Date: 12/21/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/31/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/19/2006

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/22/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

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Contact information

Main Address

222 N. Lasalle St., Suite 625, Chicago, IL 60601

Mailing Address

1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312

Phone number

(312) 827-2800

Established

Firm type

Fiscal year end

# of Employees

394

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)

ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)

ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,021,610
AUM (Assets Under Management)	$ 532,197,263,852

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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Firm Stability Insights

Debra J. Devoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Jane Devoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVESTNET PORTFOLIO SOLUTIONS, INC.

ENVESTNET SECURITIES, INC.

PORTFOLIO BROKERAGE SERVICES, INC.

FDX ADVISORS, INC.

SUNGARD INSTITUTIONAL BROKERAGE INC.

AMERICAN FAMILY SECURITIES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

AMERICAN FAMILY SECURITIES, LLC

STRONG INVESTMENTS, INC.

Primary Firm SEC Registration

ENVESTNET PMC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2004

Series 63

Date: 8/31/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2001

Series 6

Date: 9/30/1999

Series 53

Date: 7/19/2006

Series 24

Date: 2/22/2001

FINRA

Current Firm

ENVESTNET PMC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVESTNET PMC

TRUST BUT VERIFY

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