Raymond James Financial Services Advisors
46yrs
William Eldredge Swanson Jr
Financial advisor
307 Aspen Airport Business Center Suite P
Aspen, CO 81611
Aspen, CO 81611
Top advisor by experience in Aspen
33yrs
Mark Anthony Devlin
Financial advisor at Osaic Wealth
At a glance
Experience33 years (since 1993)
How that compares ?Top 7% by experience in Colorado
Office312 Aspen Airport Business Center Suite F & G, Aspen, CO 81611
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2006 – 2023Osaic Services, Inc.Previously
Questions to ask Mark
Tailored to Mark’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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Osaic Wealth at 800-821-5100 and ask for Mark Anthony Devlin. Mark works from the Aspen, CO office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1993, about 33 years. Top 7% by experience in Colorado.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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