Devon Sean Nolan
Professional Summary
Devon Sean Nolan, who also goes by Devon Nolan, is a registered financial advisor currently at BOYD CAPITAL located in Rochester, New York. Devon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Devon has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Devon Nolan
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Videos & Posts
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Contact Information
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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.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
BOYD CAPITAL | BOYD CAPITAL MANAGEMENT LLC
Contact Information
Main Address
400 Linden Oaks Suite 120, Rochester, NY 14625Phone Number
(585) 269-8511# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
281AUM (Assets Under Management)
$168,334,114Similar Advisors
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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.
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Primary Firm SEC Registration
BOYD CAPITAL | BOYD CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(10/23/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 2012About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Devon Sean Nolan's CRS (Customer Relationship Summary).
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RAYMOND JAMES & ASSOCIATES, INC.
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