Merrill
47yrs
Top advisor by experience in Mystic
37yrs
Wayne Devoe is a fiduciary financial advisor in Mystic, Connecticut, with 37 years in the industry. Wayne joined Merrill in 1992, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 97 advisors with offices in Mystic, and one of 92 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office27 Coogan Blvd, Mystic, CT 06355
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1992 – nowMerrillCurrent firm
Contact Wayne
27 Coogan BlvdMystic, CT 06355Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call Merrill at (800) 637-7455 and ask for Wayne Devoe. Wayne works from the Mystic, CT office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does Wayne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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