Financial Plan
43yrs
Top advisor by experience in Bellingham
New
Shamil Devji
Financial advisor at Saturna Capital
Shamil Devji is a financial advisor in Bellingham, Washington, registered since Oct 2025. Shamil joined Saturna Capital in 2025, a firm offering financial planning, investment management, and private fund management. Shamil holds the CFA designation.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office1300 N State St., Bellingham, WA 98225
FirmSaturna Capital
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$2.96 million
Advisors at the firm33
States licensed ?1 state
Services through Saturna Capital
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowSaturna Capital CorporationCurrent firm
Questions to ask Shamil
Tailored to Shamil’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Shamil
How do I contact Shamil?
Call Saturna Capital at (360) 734-9900 and ask for Shamil Devji. Shamil works from the Bellingham, WA office.
How long has Shamil been a financial advisor?
Shamil is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Shamil hold?
Series 63. Tap any license on this page to see what it allows.
Is Shamil a fiduciary?
Shamil is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Shamil paid?
Saturna Capital reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Shamil 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
Ameriprise Financial Services
41yrs
Top 1% by experience in Bellingham
Merrill
40yrs
Top 2% by experience in Bellingham
West Invest
40yrs
Top advisor by experience at West Invest
ON Investment Management
38yrs
Top 2% by experience in Bellingham
Saturna Capital
38yrs
Top 3% by experience in Bellingham