DFX Intelligence

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.

Registered advisor

Devin Michael Mcgill

Marshall + Sterling Wealth Advisors, Inc.mixed wealthPoughkeepsie, Nydual registrantIAPD 5941638

Feed of 09/14/2026

At current firm

0 y

since Jan 20, 2026

In the industry

14 y

since Dec 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Marshall + Sterling Wealth Advisors, Inc. mixed wealth current
since Jan 20, 2026 · Poughkeepsie, Ny
Key Investment Services LLC BD affiliated
Aug 8, 2025 to Sep 30, 2025 · Brooklyn, Oh
Cetera Investment Advisers LLC BD affiliated
Apr 15, 2025 to Jul 28, 2025 · Kingston, Ny
Transamerica Financial Advisors, LLC BD affiliated
Nov 12, 2024 to Apr 4, 2025 · Saugerties, Ny
Osaic Institutions, Inc. BD affiliated
Oct 30, 2017 to Oct 21, 2024 · Red Hook, Ny

Moves

a registration end followed by a registration begin elsewhere

Key Investment Services LLC to Marshall + Sterling Wealth Advisors, Inc.
left Sep 30, 2025, registered Jan 20, 2026 (112 days) · Affiliated broker-dealer or bank to independent RIA
Cetera Investment Advisers LLC to Key Investment Services LLC
left Jul 28, 2025, registered Aug 8, 2025 (11 days) · Affiliated broker-dealer or bank to another
Transamerica Financial Advisors, LLC to Cetera Investment Advisers LLC
left Apr 4, 2025, registered Apr 15, 2025 (11 days) · Affiliated broker-dealer or bank to another
Osaic Institutions, Inc. to Transamerica Financial Advisors, LLC
left Oct 21, 2024, registered Nov 12, 2024 (22 days) · Affiliated broker-dealer or bank to another

Signals

Devin Michael Mcgill left Key Investment Services Llc for Marshall + Sterling Wealth Advisors, Inc. (registered 2026-01-20)
Sep 30, 2025 · Advisor changed firm · fact
Devin Michael Mcgill left Cetera Investment Advisers Llc for Key Investment Services Llc (registered 2025-08-08)
Jul 28, 2025 · Advisor changed firm · fact
Devin Michael Mcgill left Transamerica Financial Advisors, Llc for Cetera Investment Advisers Llc (registered 2025-04-15)
Apr 4, 2025 · Advisor changed firm · fact
Devin Michael Mcgill left Osaic Institutions, Inc. for Transamerica Financial Advisors, Llc (registered 2024-11-12)
Oct 21, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address