ChooseAFinancialAdvisor.com
Advisors / Delaware / Newark
7yrs

Stephen Devlin

Financial advisor at Cetera Investment Advisers

Stephen Devlin has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Newark, Delaware. After four years at Securian Financial Services, Stephen joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Stephen’s designations include CFP® and ChFC.

One of 167 advisors with offices in Newark, and one of 161 fiduciaries.

Newark, DE 19713CFP®ChFCFiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office900 Prides Crossing, Newark, DE 19713
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2019 – 2023
    Securian Financial Services, Inc.Previously

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Stephen

How do I contact Stephen?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Stephen Devlin. Stephen works from the Newark, DE office.

How long has Stephen been a financial advisor?

Stephen has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Stephen hold?

Series 66. Tap any license on this page to see what it allows.

Is Stephen a fiduciary?

Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stephen paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen 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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