Devin M. Rainone

MOR WEALTH MANAGEMENT

PHILADELPHIA, PA 19107

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CRD#: 6350917

Professional summary

Devin Michael Rainone, CFP®, who also goes by Devin Rainone, is a registered financial advisor currently at MOR WEALTH MANAGEMENT, LLC located in Philadelphia, Pennsylvania.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Devin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devin Rainone

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) - RIA

Click below to view Devin Michael Rainone'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: 2020

Experience

Current

June 27, 2025 - Present

MOR WEALTH MANAGEMENT, LLC

Office #1: 100 E Penn Square Suite 400, Philadelphia, PA 19107

RIA

CRD#: 333022

PHILADELPHIA, PA

Past

January 18, 2023 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Philadelphia, PA

Past

January 31, 2018 - May 22, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WARWICK, RI

Past

September 13, 2017 - May 22, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

WARWICK, RI

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".

MOR WEALTH MANAGEMENT, LLC

CRD#: 333022 / SEC#: 801-133014

RIA

Registered Investment Advisory firm - (6/16/2025 Approved)

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

Pennsylvania
(6/27/2025)

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: 12/4/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2017

General Securities Representative Examination

Current Firm

MOR WEALTH MANAGEMENT, LLC

CRD#: 333022 / SEC#: 801-133014

RIA

Registered Investment Advisory firm - (6/16/2025 Approved)

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Contact information

Main Address

100 E Penn Square Suite 400, Philadelphia, PA 19107

Mailing Address

Phone number

(267) 930-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A AUGUST 2025 (8/22/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 380,174,883

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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Devin M. Rainone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Michael Rainone's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOR WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

MOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2017

SIE

Date: 5/22/2018

Series 7

Date: 9/13/2017

Current Firm

MOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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