LPL Financial
29yrs
Top advisor by experience in La Canada Flintridge
16yrs
Daniel Devonald
Full name on record: Daniel T. Devonald
Financial advisor at Citigroup Global Markets
Daniel Devonald has worked in the financial industry for 16 years and is a fiduciary financial advisor based in La Canada Flintridge, California. Daniel has been with Citigroup Global Markets since 2022; before that, Daniel spent two years at J.P. Morgan Securities and a year at Scottrade Investment Management. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 6 advisors with offices in La Canada Flintridge, and one of 4 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 64% of advisors at Citigroup Global Markets
OfficeCWM Retail, Sales 742-744 Foothill Boulevard, La Canada Flintridge, CA 91011
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther 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
- 2022 – nowCitigroup Global Markets Inc.Current firm
- 2019 – 2021J.P. Morgan Securities LLCPreviously
- Jan 2017 – Mar 2018Scottrade Investment ManagementPreviously
- Jul 2016 – Nov 2016Cuso Financial Services, L.P.Previously
- 2013 – 2016MerrillPreviously
- Oct 2012 – Feb 2013J.P. Morgan Securities LLCPreviously
- Aug 2011 – Oct 2012Chase Investment Services Corp.Previously
- May 2011 – Sep 2011Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(212) 816-6000Firm headquarters in New York, NY. Ask for Daniel. CWM Retail, Sales 742-744 Foothill BoulevardLa Canada Flintridge, CA 91011Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
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About Daniel
How do I contact Daniel?
Call Citigroup Global Markets at (212) 816-6000 and ask for Daniel Devonald. Daniel works from the La Canada Flintridge, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 64% of advisors at Citigroup Global Markets.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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