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Maria Carla Devlin

DWD Portfolio Solutions, Inc.

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About Maria Carla Devlin

Maria Carla Devlin is a registered investment advisor representative at DWD Portfolio Solutions, Inc. located in Pittsburgh, Pennsylvania. Maria has been in the financial services industry since 1991. She is a Chartered Financial Analyst (CFA) and has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Maria holds Series 7, 63, and 65 securities licenses and is registered with the state of Pennsylvania and Texas. Maria is also a registered investment advisor representative with PrimeSolutions Advisors, LLC. Maria specializes in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Maria Devlin is currently registered with DWD Portfolio Solutions, Inc.. DWD Portfolio Solutions, Inc. is a Pittsburgh, PA-based Registered Investment Advisor with approximately $186 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. DWD Portfolio Solutions, Inc. primarily serves high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
DWD Portfolio Solutions, Inc.

1910 COCHRAN RD

PITTSBURGH, PA 15220

$186.22M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Maria Devlin’s Registration & Firm History

PA

06/16/2022 - Present

DWD Portfolio Solutions, Inc. (PITTSBURGH PA)

NA

07/08/1991 - 01/28/1994

WALNUT STREET SECURITIES, INC.

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Licenses & Designations

IA

Issued 02/04/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Carla Devlin.
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