Devin Mitchell Starr
Professional Summary
Devin Mitchell Starr, who also goes by Devin M Starr, is a registered financial advisor currently at NOVI WEALTH PARTNERS located in Princeton, New Jersey. Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Devin has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Devin M Starr
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
Contact Information
Main Address
512 Executive Drive, Princeton, NJ 08540Phone Number
(609) 921-7002# of Employees
11SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,001AUM (Assets Under Management)
$612,775,760Similar 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
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
State Registrations and Notice Filings
(9/14/2023)
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 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Devin Mitchell Starr's CRS (Customer Relationship Summary).
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