Morgan Stanley
47yrs
Top advisor by experience in Short Hills
6yrs
Devlin Formey
Financial advisor at Morgan Stanley
Based in Short Hills, New Jersey, Devlin Formey is a fiduciary financial advisor with 6 years of industry experience. Devlin joined Morgan Stanley in 2025, after three years at Northwestern Mutual Investment Services and less than a year at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office150 JFK Parkway 2nd Floor, Short Hills, NJ 07078
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2025Northwestern Mutual Investment Services, LLCPreviously
- Dec 2020 – May 2021MerrillPreviously
Contact Devlin
Local office(973) 467-6329Ask for Devlin. (914) 225-5510Main office · Purchase, NY 150 JFK Parkway 2nd FloorShort Hills, NJ 07078Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Devlin
Tailored to Devlin’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devlin
How do I contact Devlin?
Call Devlin’s local office at (973) 467-6329 or the Morgan Stanley main office at (914) 225-5510, and ask for Devlin Formey.
How long has Devlin been a financial advisor?
Devlin has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Devlin hold?
Series 66. Tap any license on this page to see what it allows.
Is Devlin a fiduciary?
Devlin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devlin paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Devlin 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.
Other advisors nearby
Merrill
47yrs
Top 1% by experience in New Jersey
Morgan Stanley
47yrs
Top 1% by experience in New Jersey
Morgan Stanley
45yrs
Top 1% by experience in Short Hills
Morgan Stanley
45yrs
Top 1% by experience in New Jersey
UBS Financial Services
45yrs
Top 1% by experience in New Jersey