TD
Treyton J. Devore
ALLSTREET WEALTH
PANAMA CITY BEACH, FL
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CRD#: 7268019
TD
Professional summary
Treyton James Devore is a registered financial advisor currently at ALLSTREET WEALTH located in Panama City Beach, Florida.
Treyton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Treyton has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) AllStreet Academy LLC; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; educational courses; Co-Owner; 8/2022; 5 hours/month devoted; 0 hours/month devoted during securities trading hours; creating videos and marketing the business. 2) Piertree Projects LLC; not investment-related; 8126 Surf Drive, Panama Beach City, FL 32408; marketing and design services; Founder; 6/2020; 150 hours/month devoted; 75 hours/month devoted during securities trading hours; designing websites and marketing materials. 3) Piertree Provides; not investment-related; 8450 Northwest Prairie View Road, #1233, Kansas City, MO 64153; non-profit; Founder; 10/2022; 5 hours/month devoted; 0 hours/month devoted during securities trading hours; reviewing and issuing grants and marketing the business.
CRS (Client Relationship Summary) - RIA
Click below to view Treyton James Devore's 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®
NoneExperience
Current
July 24, 2020 - Present
ALLSTREET WEALTH
RIA
CRD#: 309689
PANAMA CITY BEACH, FL
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
California(9/8/2023)
IAR
Florida(11/14/2024)
IAR
Illinois(2/28/2023)
IAR
Indiana(9/13/2024)
IAR
Massachusetts(5/13/2025)
IAR
New York(11/19/2024)
IAR
Texas(2/22/2023)
Current Firm
AW
ALLSTREET WEALTH
ALLSTREET WEALTH | PIERTREE PLANNING | PIERTREE LLC | ALLSTREET WEALTH LLC
CRD#: 309689 / SEC#:
California
Registered Investment Advisory firm - (9/8/2023 Approved)Florida
Registered Investment Advisory firm - (2/28/2024 Approved)Illinois
Registered Investment Advisory firm - (1/3/2022 Approved)Indiana
Registered Investment Advisory firm - (8/31/2021 Approved)Massachusetts
Registered Investment Advisory firm - (5/13/2025 Approved)Missouri
Registered Investment Advisory firm - (10/30/2024 Terminated)New York
Registered Investment Advisory firm - (11/19/2024 Approved)Texas
Registered Investment Advisory firm - (9/14/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carmel, IN
Mailing Address
Phone number
(815) 978-2703
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 281 |
| AUM (Assets Under Management) | $ 20,164,004 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
