Devlin Timony-balyeat

PARAMETRIC PORTFOLIO ASSOCIATES

Seattle, WA 98104

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CRD#: 6894200

Professional summary

Devlin Timony-balyeat, who also goes by Devlin Anne Timony-balyeat, is a registered financial advisor currently at PARAMETRIC PORTFOLIO ASSOCIATES located in Seattle, Washington and EATON VANCE DISTRIBUTORS, INC. located in Seattle, Washington.

Devlin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Devlin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devlin Anne Timony-Balyeat

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 Devlin Timony-balyeat'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

January 26, 2021 - Present

PARAMETRIC PORTFOLIO ASSOCIATES

Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104

RIA

CRD#: 114310

Seattle, WA

Current

January 26, 2021 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104

CRD#: 37731

Seattle, WA

Past

March 16, 2018 - March 5, 2019

EDWARD JONES

RIA

CRD#: 250

SEATTLE, WA

Past

February 22, 2018 - March 5, 2019

EDWARD JONES

CRD#: 250

SEATTLE, WA

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".

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Washington
(1/26/2021)

IAR

Washington
(1/26/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 694-5500

Established

Firm type

Fiscal year end

# of Employees

1,006

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAMETRIC FORM ADV BROCHURE - 08 15 2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	201,647
AUM (Assets Under Management)	$ 574,020,820,789

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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Devlin Timony-balyeat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devlin Timony-balyeat's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PARAMETRIC PORTFOLIO ASSOCIATES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2018

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAMETRIC PORTFOLIO ASSOCIATES

TRUST BUT VERIFY

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