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Devin Poulsen Gillies

Captrust

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About Devin Poulsen Gillies

Devin Poulsen Gillies is a financial advisor at Captrust in Salt Lake City, UT. Devin has been in the financial services industry since May 2017. Devin is registered with FINRA and the State of Utah. Devin holds the Series 66, Series 7, and SIE licenses. Devin's experience includes working with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Devin is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Devin Gillies is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Devin Gillies’s Registration & Firm History

UT

04/20/2022 - Present

Captrust (Salt Lake City UT)

UT

01/12/2017 - 12/13/2021

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

BOTH

Issued 07/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Devin Poulsen Gillies. Review regulatory record here.
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