Morgan Stanley
47yrs
Top advisor by experience in New York
12yrs
Based in New York, New York, Devona Wise is a fiduciary financial advisor with 12 years of industry experience. Devona joined Blackrock Investment Management in 2022, after three years at J.P. Morgan Securities and three years at Charles Schwab & CO.. Blackrock Investment Management offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 64% of advisors at Blackrock Investment Management
Office50 Hudson Yards, New York, NY 10001
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.45 million
Advisors at the firm675
States licensed ?1 state
Services through Blackrock Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowBlackrock Investment Management, LLCCurrent firm
- 2019 – 2022J.P. Morgan Securities LLCPreviously
- 2015 – 2019Charles Schwab & CO., Inc.Previously
Questions to ask Devona
Tailored to Devona’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?
- 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 Devona
How do I contact Devona?
Call Blackrock Investment Management at 609 282 2000 and ask for Devona Wise. Devona works from the New York, NY office.
How long has Devona been a financial advisor?
Devona has been in the industry since 2014, about 12 years. More experience than 64% of advisors at Blackrock Investment Management.
What licenses does Devona hold?
Series 66. Tap any license on this page to see what it allows.
Is Devona a fiduciary?
Devona is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devona paid?
Blackrock Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Devona 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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