Devyn A. Little
Professional summary
Devyn Amber Little, who also goes by Devyn Amber Squires, Devyn Squires, is a registered financial advisor currently at KICKSTAND WEALTH ADVISORS located in Pittsford, New York.
Devyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Devyn has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Devyn Amber Little's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2023 - Present
KICKSTAND WEALTH ADVISORS
Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534June 18, 2021 - September 6, 2023
TRUCLARITY WEALTH ADVISORS
October 5, 2017 - June 21, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 19, 2017 - June 21, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2023)
Exams
Series 7TO
Date: 2/12/2024
General Securities Representative ExaminationCurrent Firm
KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,710 |
| AUM (Assets Under Management) | $ 528,360,757 |
Red Flags
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Company Information
KICKSTAND WEALTH ADVISORS
CRD#: 327022Pittsford, NY 14534TRUST BUT VERIFY
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