UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
5yrs
Eamon Devlin
Financial advisor at Strategic Advisers
Eamon Devlin has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Dallas, Texas. After three years at Fidelity Personal and Workplace Advisors, Eamon joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeDallas, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Eamon
Tailored to Eamon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Eamon
How do I contact Eamon?
Call Strategic Advisers at (617) 563-7000 and ask for Eamon Devlin. Eamon works from the Dallas, TX office.
How long has Eamon been a financial advisor?
Eamon has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Eamon hold?
Series 66. Tap any license on this page to see what it allows.
Is Eamon a fiduciary?
Eamon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eamon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eamon 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
Shade Tree Partners
47yrs
Top 1% by experience in Dallas
Texas Capital Bank Private Wealth Advisors
47yrs
Top advisor by experience at Texas Capital Bank Private Wealth Advisors
Momentum Independent Network
47yrs
Top 1% by experience in Dallas
Morgan Stanley
47yrs
Top 1% by experience in Dallas
Raymond James & Associates
47yrs
Top 1% by experience in Dallas