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DW

Devon H. Wiley

CROWDSTREET CAPITAL LLC
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 4789564
DW

Professional summary

Devon Hilary Wiley, who also goes by Devon Hilary Carels, Devon Carels, is a registered financial professional currently at CROWDSTREET CAPITAL LLC located in New York, New York.

Devon is registered as a RR (Registered Representative) and started their career in finance in 2010. Devon has worked at 3 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Devon Hilary Carels | Devon Carels

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Devon Hilary Wiley'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

May 2, 2022 - Present

CROWDSTREET CAPITAL LLC

Office #1: 10 East 40th Street Suite 1020, New York, NY 10016
BD
CRD#: 312762
NEW YORK, NY
Past

October 1, 2013 - September 2, 2020

STIRA CAPITAL MARKETS GROUP, LLC

BD
CRD#: 141277
IRVINE, CA
Past

December 7, 2010 - August 2, 2013

TNP SECURITIES, LLC

BD
CRD#: 149178
COSTA MESA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CROWDSTREET CAPITAL LLC
CROWDSTREET CAPITAL LLC

CRD#: 312762 / SEC#: , 8-70724

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
10 East 40th Street Suite 1020, New York, NY 10016
Mailing Address
10 East 40th Street Suite 1020, New York, NY 10016
Phone number
(888) 432-7693
Established
Delaware since 04/03/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CROWDSTREET, INC.OWNER
BROWN, SCOTTFINOP6694802
HOWELL, KRISTEN LEIGHPRESIDENT
ROTH, STEPHANIE ANNECHIEF COMPLIANCE OFFICER5636965

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.

Company Information

CROWDSTREET CAPITAL LLC

CRD#: 312762New York, NY 10016

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