Ted R. Devoe

MILLENNIUM PORTFOLIO ADVISORS

AURORA, CO

Some features on this profile are disabled

CRD#: 4776346

Professional summary

Ted Robert Devoe, who also goes by T. Robert Devoe, is a registered financial advisor currently at MILLENNIUM PORTFOLIO ADVISORS located in Aurora, Colorado.

Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ted has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T. Robert Devoe

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.

PERFORM ACCOUNTING SERVICES, TAX PREPARATION AND BUSINESS VALUATION ON A PART-TIME BASIS UNDER THE BUSINESS NAME, T. ROBERT DEVOE, CPA. THE BUSINESS ADDRESS IS 6945 S. RIVIERA ST., AURORA, CO 80016. I OPERATE AS A SOLE-PROPRIETOR AND I HAVE NO RELATIONSHIPS WITH OTHER BUSINESSES. I WORK 10 HOURS PER MONTH WITH NONE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Robert Devoe's 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

November 29, 2005 - Present

MILLENNIUM PORTFOLIO ADVISORS

RIA

CRD#: 137124

AURORA, CO

Past

September 1, 2005 - December 3, 2008

FIDUCIARY COUNSEL, INC.

RIA

CRD#: 132866

AURORA, CO

Past

March 26, 2004 - January 13, 2006

INTEGRATED WEALTH PARTNERS

RIA

CRD#: 123360

CENTENNIAL, CO

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

Colorado
(11/29/2005)

IAR

Texas
(1/3/2006)

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: 3/25/2004

Uniform Investment Adviser Law Examination

Current Firm

MILLENNIUM PORTFOLIO ADVISORS

DEVOE, TED, ROBERT | MILLENNIUM PORTFOLIO ADVISORS

CRD#: 137124 / SEC#:

Colorado

Registered Investment Advisory firm - (11/29/2005 Approved)

Texas

Registered Investment Advisory firm - (1/1/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Arlington, TX

Mailing Address

Phone number

(720) 253-4524

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 36,942,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ted R. Devoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Robert Devoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLENNIUM PORTFOLIO ADVISORS

FIDUCIARY COUNSEL, INC.

INTEGRATED WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2004

Current Firm

MILLENNIUM PORTFOLIO ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILLENNIUM PORTFOLIO ADVISORS

TRUST BUT VERIFY

Similar Advisors