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Ashley Marie Devonish

GRV SECURITIES
CHICAGO, IL
·CRD# 5969956·15 years experience

Professional Summary

Ashley Marie Devonish, who also goes by Ashley Marie Zummo, is a registered financial advisor currently at GRV SECURITIES LLC located in Chicago, Illinois. Ashley is registered as a RR (Registered Representative) and started their career in finance in 2011. Ashley has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ashley Marie Zummo

Blog Corner

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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.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

GRV SECURITIES LLC·CRD# 138348
BD
900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541
June 27, 2022 - Present
SALIENT CAPITAL ADVISORS, LLC·CRD# 153914
RIA
Houston, TX
October 5, 2016 - June 6, 2022
SALIENT CAPITAL L.P.·CRD# 147912
BD
Houston, TX
October 5, 2016 - June 6, 2022
SALIENT CAPITAL ADVISORS, LLC·CRD# 153914
RIA
Houston, TX
March 20, 2012 - February 8, 2016
SALIENT CAPITAL L.P.·CRD# 147912
BD
Houston, TX
October 12, 2011 - February 8, 2016

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Current Firm

GS
GRV SECURITIES LLC

GROSVENOR SECURITIES LLC | GRV SECURITIES LLC

CRD#: 138348 / SEC#: 8-67160
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541

Mailing Address

900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541

Phone Number

(312) 506-6500

Established

Delaware since 08/18/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GCM GROSVENOR L.P.SOLE MEMBER108654
DANIEL, DAWNA LYNNECHIEF COMPLIANCE OFFICER5137048
HENRICH, DIANNA LEAMANAGING DIRECTOR4695780
MONTGOMERY, BURKE JOHNSONGENERAL COUNSEL5067591
SACKS, MICHAEL JAYMANAGER/CHIEF EXECUTIVE OFFICER2077424
SULLIVAN, KATHLEEN PATRICIAFINANCIAL AND OPERATIONS PRINCIPAL5099521

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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.

1)SALIENT PARTNERS, L.P. AND AFFILIATED ENTITIES; INVESTMENT-RELATED; 4265 SAN FELIPE, 8TH FL, HOUSTON, TX 77027; INVESTMENT MANAGEMENT; BUSINESS ANALYST; 8/31/16; FULL-TIME EMPLOYMENT; SALIENT PARTNERS IS THE PARENT COMPANY OF SALIENT CAPITAL, L.P. 2)MOM 4 LIFE; NOT INVESTMENT-RELATED; 9419 STONEHOUSE LANE, HOUSTON, TX 77025; BABY PRODUCTS; OWNER; 7/1/13; 11-20 HRS/MO NOT DURING SECURITIES TRADING HOURS; SELL BABY PRODUCTS VIA THE WEB

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(6/27/2022)
RR
New York
(6/27/2022)
RR
Texas
(6/27/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ashley Marie Devonish's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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