RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Maria Carla Devlin
- Business email
- mdevlin@dwdportfolios.comreporteddwdportfolios.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Dwd Portfolio Solutions, Inc. independent RIA currentsince Jan 11, 1995 · Pittsburgh, Pa
- Primesolutions Advisors, LLC institutionalJun 1, 2017 to Mar 15, 2018 · Pittsburgh, Pa
- Pacific Portfolio Consulting, LLC formerFeb 29, 2008 to Apr 1, 2024 · Seattle, Wa
- Pacific Portfolio Consulting, LLC to Primesolutions Advisors, LLCleft Apr 1, 2024, registered Jun 1, 2017 (-2496 days) · Other
- Primesolutions Advisors, LLC to no registered destinationleft Mar 15, 2018 · Departure, no registered destination
- Maria Carla Devlin left Pacific Portfolio Consulting, Llc for Primesolutions Advisors, Llc (registered 2017-06-01)Apr 1, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address