Supreme Alliance
47yrs
Top advisor by experience in Charlotte
7yrs
Devin Rogers
Financial advisor at Merrill
Devin Rogers is a fiduciary financial advisor in Charlotte, North Carolina, with 7 years in the industry. Devin joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeCharlotte, NC
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment 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.
Career
- 2022 – nowMerrillCurrent firm
Contact Devin
(800) 637-7455Firm headquarters in New York, NY. Ask for Devin. Charlotte, NCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Devin
Tailored to Devin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Devin
How do I contact Devin?
Call Merrill at (800) 637-7455 and ask for Devin Rogers. Devin works from the Charlotte, NC office.
How long has Devin been a financial advisor?
Devin has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Devin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Devin a fiduciary?
Devin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Devin 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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