Morgan Stanley
47yrs
Top advisor by experience in New York
8yrs
Devon Shippee
Financial advisor at UBS Asset Management (americas)
Devon Shippee has worked in the financial industry for 8 years and is a fiduciary financial advisor based in New York, New York. Devon has been with UBS Asset Management (americas) since 2018. UBS Asset Management (americas) offers investment management, private fund management, and retirement plan consulting 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
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1285 Avenue Of The Americas, New York, NY 10019
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$484,186
Advisors at the firm31
States licensed ?1 state
Services through UBS Asset Management (americas)
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2018 – nowUBS Asset Management (americas) LLCCurrent firm
Contact Devon
(212) 713-2000UBS Asset Management (americas) main office 1285 Avenue Of The AmericasNew York, NY 10019Office · Get directions LinkedIn pageUBS Asset Management (americas)
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- 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 Devon
How do I contact Devon?
Call UBS Asset Management (americas) at (212) 713-2000 and ask for Devon Shippee. Devon works from the New York, NY office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
UBS Asset Management (americas) reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Devon 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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