DC
Devin O. Cottrell
REVERE WEALTH MANAGEMENT
New York, NY 10022
Some features on this profile are disabled
CRD#: 7972731
DC
Professional summary
Devin Osceola Cottrell, who also goes by Devin Cottrell, is a registered financial advisor currently at REVERE WEALTH MANAGEMENT LLC located in New York, New York and REVERE SECURITIES LLC located in New York, New York.
Devin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Devin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Devin Cottrell
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.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Osceola Cottrell'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
February 10, 2026 - Present
REVERE WEALTH MANAGEMENT LLC
Office #1: 560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022RIA
CRD#: 170560
New York, NY
Current
November 15, 2024 - Present
REVERE SECURITIES LLC
Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022BD
CRD#: 14178
New York, NY
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".
RW
REVERE WEALTH MANAGEMENT LLC
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)New York
Registered Investment Advisory firm - (6/27/2017 Terminated)Ohio
Registered Investment Advisory firm - (6/28/2017 Terminated)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.RR
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
RR
Arizona(9/15/2025)
RR
California(9/15/2025)
RR
Colorado(9/15/2025)
RR
Connecticut(9/15/2025)
RR
Delaware(9/15/2025)
RR
Florida(9/15/2025)
RR
Georgia(9/15/2025)
RR
Illinois(9/15/2025)
RR
Indiana(1/22/2026)
RR
Louisiana(9/15/2025)
RR
Maryland(1/22/2026)
RR
Massachusetts(1/30/2026)
RR
Michigan(9/15/2025)
RR
Nevada(9/15/2025)
RR
New Jersey(9/15/2025)
IAR
New Jersey(2/11/2026)
RR
New Mexico(1/22/2026)
RR
New York(9/13/2025)
IAR
New York(2/10/2026)
RR
North Carolina(1/22/2026)
RR
Ohio(1/23/2026)
RR
Oklahoma(1/22/2026)
RR
Pennsylvania(9/15/2025)
RR
Puerto Rico(9/15/2025)
RR
South Carolina(1/22/2026)
RR
Tennessee(1/23/2026)
RR
Texas(1/22/2026)
RR
Utah(9/15/2025)
RR
Virginia(1/22/2026)
RR
Washington(9/15/2025)
RR
Wyoming(11/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REVERE WEALTH MANAGEMENT LLC
REVERE WEALTH MANAGEMENT LLC
CRD#: 170560 / SEC#: 801-110372
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)New York
Registered Investment Advisory firm - (6/27/2017 Terminated)Ohio
Registered Investment Advisory firm - (6/28/2017 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022
Mailing Address
Phone number
(212) 688-2350
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 76,783,492 |
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.
