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Devin W. Bone
FORSYTHIA FINANCIAL
Bloomfield Hills, MI 48301
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CRD#: 7689676
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Professional summary
Devin W Bone is a registered financial advisor currently at FORSYTHIA FINANCIAL located in Bloomfield Hills, Michigan.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Devin has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
I'm a partner at the law firm Paesano Akkashian, PC ("PAPC"). We are business law firm, specializing in commercial litigation, mergers and acquisitions, and representing individuals and entities in various securities law related transactions or disputes. The business is not investment-related. PAPC is located at 7457 Franklin Road, Suite 200, Bloomfield Hills, MI 48301. I am a partner and 20% owner of PAPC. I began working at PAPC on August 4, 2016. I devote 120 hours per month to PAPC. I devote only half of my time, or approximately 4 hours, to PAPC during trading hours. As a partner at PAPC, I oversee various litigation and transactional matters, as well as personnel issues. I supervise other attorneys on their projects, and provide support to more senior attorneys when needed.
CRS (Client Relationship Summary) - RIA
Click below to view Devin W Bone'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
October 17, 2023 - Present
FORSYTHIA FINANCIAL
Office #1: 7457 Franklin Road Suite 200, Bloomfield Hills, MI 48301RIA
CRD#: 328358
Bloomfield Hills, MI
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
Michigan(10/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FF
FORSYTHIA FINANCIAL
BONE FINANCIAL LLC | FORSYTHIA FINANCIAL
CRD#: 328358 / SEC#:
Michigan
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Contact information
Main Address
7457 Franklin Road Suite 200, Bloomfield Hills, MI 48301
Mailing Address
Phone number
(248) 833-8333
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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