LPL Financial
47yrs
Top advisor by experience in Winter Park
1yr
Based in Winter Park, Florida, Benjamin Devolve is a fiduciary financial advisor with 1 year of industry experience. Benjamin has been with Merrill since 2026; before that, Benjamin spent a year at J.P. Morgan Securities. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office400 S Park Ave, Winter Park, FL 32789
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowMerrillCurrent firm
- Sep 2025 – May 2026J.P. Morgan Securities LLCPreviously
Contact Benjamin
Local office(407) 645-1212Ask for Benjamin. (800) 637-7455Main office · New York, NY 400 S Park AveWinter Park, FL 32789Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (407) 645-1212 or the Merrill main office at (800) 637-7455, and ask for Benjamin Devolve.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin 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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