Darrell C. Devaney

55 NORTH PRIVATE WEALTH

WINTER PARK, FL 32789

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CRD#: 4029016

Professional summary

Darrell Craig Devaney, CFP®, who also goes by Darrell Craig De Vaney, is a registered financial advisor currently at 55 NORTH PRIVATE WEALTH located in Winter Park, Florida.

Darrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Darrell has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darrell Craig De Vaney

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.

(1) 02/03/2009 - REAL ESTATE RENTAL -NONE- PERSONALLY HELD - 1 RENTAL UNIT, 238 N. Glenwood Avenue, Orlando, FL - FORMER PRIMARY RESIDENCE. RENTER HAS NO RELATION, NOT A CLIENT OR ADVISOR - ORLANDO, FL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell Craig Devaney'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

December 18, 2024 - Present

55 NORTH PRIVATE WEALTH

Office #1: 268 W New England Avenue, Winter Park, FL 32789

RIA

CRD#: 325325

WINTER PARK, FL

Past

January 3, 2025 - January 21, 2025

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Winter Park, FL

Past

May 23, 2019 - December 31, 2024

IFP SECURITIES, LLC

CRD#: 297287

WINTER PARK, FL

Past

June 3, 2010 - February 10, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINTER PARK, FL

Past

September 8, 2009 - May 23, 2019

LPL FINANCIAL LLC

CRD#: 6413

WINTER PARK, FL

Past

June 5, 2008 - December 31, 2024

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

WINTER PARK, FL

Past

May 13, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

ORLANDO, FL

Past

September 8, 2004 - June 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OCALA, FL

Past

October 28, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 28, 1999 - June 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

OCALA, FL

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".

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533

RIA

Registered Investment Advisory firm - (5/16/2025 Approved)

Florida

Registered Investment Advisory firm - (5/19/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2025 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

Florida
(1/10/2025)

IAR

Texas
(12/18/2024)

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: 9/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/1999

General Securities Representative Examination

Current Firm

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533

RIA

Registered Investment Advisory firm - (5/16/2025 Approved)

Florida

Registered Investment Advisory firm - (5/19/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2025 Terminated)

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Contact information

Main Address

268 W New England Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(407) 960-4769

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (6/6/2025)

Regulatory assets under management

Total Number of Accounts	557
AUM (Assets Under Management)	$ 366,783,137

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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Advisor Monitoring

Firm Stability Insights

Darrell C. Devaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell Craig Devaney's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

IFP SECURITIES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

MUTUAL SERVICE CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

55 NORTH PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/27/1999

Current Firm

55 NORTH PRIVATE WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

55 NORTH PRIVATE WEALTH

TRUST BUT VERIFY

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