Pathstone
44yrs
Top advisor by experience at Pathstone
22yrs
Timothy Devlin is a fiduciary financial advisor in Englewood, New Jersey, with 22 years in the industry. Timothy joined Pathstone in 2025, after three years at Boston Private Value Investors. Timothy holds the CFA designation.
One of 108 advisors with offices in Englewood, and one of 75 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors in Englewood
Office10 Sterling Blvd Suite 402, Englewood, NJ 07631
FirmPathstone
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$46 million
Advisors at the firm203
States licensed ?1 state
Services through Pathstone
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowPathstoneCurrent firm
- 2005 – 2008Boston Private Value Investors, Inc.Previously
Contact Timothy
(201) 944-7284Pathstone main office 10 Sterling Blvd Suite 402Englewood, NJ 07631Office · Get directions LinkedIn pagePathstone
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Timothy
How do I contact Timothy?
Call Pathstone at (201) 944-7284 and ask for Timothy Devlin. Timothy works from the Englewood, NJ office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2004, about 22 years. More experience than 69% of advisors in Englewood.
What licenses does Timothy hold?
Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Pathstone reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Timothy 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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