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Devlin Timony-balyeat

Parametric Portfolio Associates

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About Devlin Timony-balyeat

Devlin Timony-balyeat is a registered investment advisor representative with Parametric Portfolio Associates. Devlin has been in the securities industry since January 14, 2020, and is currently registered with the state of Washington. Prior to joining Parametric Portfolio Associates, Devlin was employed by Edward Jones. Devlin has passed the Series 66, Series 7, and SIE exams. Devlin specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Devlin Timony-balyeat is currently registered with Parametric Portfolio Associates. Parametric Portfolio Associates is an investment advisor with offices in Seattle, Washington. They manage a range of investment portfolios for a diverse clientele, including individuals, families, corporations, and institutions. They have over $475 billion in regulatory assets under management. They offer a variety of investment advisory services, including portfolio management for individuals, families, businesses, and institutions, as well as portfolio management for pooled investment vehicles and investment companies. They also participate in wrap fee programs.
Parametric Portfolio Associates

800 FIFTH AVENUE

SEATTLE, WA 98104

$475.09B

Assets Under Management

Not reported

Total Clients

7

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Devlin Timony-balyeat’s Registration & Firm History

WA

01/26/2021 - Present

Parametric Portfolio Associates (SEATTLE WA)

WA

02/22/2018 - 03/05/2019

EDWARD JONES (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 03/15/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devlin Timony-balyeat.
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