Joseph George Devico
Professional Summary
Joseph George Devico is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Princeton, New Jersey and BLACKROCK INVESTMENTS, LLC located in Princeton, New Jersey. Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
Contact Information
Main Address
1 University Square Drive, Princeton, NJ 08540Phone Number
(609) 282-2000# of Employees
1,589SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
53,959AUM (Assets Under Management)
$676,692,676,752Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2026 | Cover Page | Report |
| 10/28/2025 | Cover Page | Report |
| 10/24/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(9/29/2006)
(9/29/2006)
(2/25/2014)
(9/29/2006)
(2/25/2014)
(2/25/2014)
(2/26/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
(2/25/2014)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1997About the Series 6 examSRO Registrations
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Joseph George Devico's CRS (Customer Relationship Summary).
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
