Maria Devlin
DWD Portfolio Solutions · Pittsburgh, Pennsylvania
Maria Devlin is a fee-only financial advisor at DWD Portfolio Solutions in Pittsburgh, Pennsylvania, who holds the CFA credential. DWD Portfolio Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DWD Portfolio Solutions |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $248.3M across 779 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2150928 |
| Exams passed | Series 63 (1991) · Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.dwdportfolios.com |
| Profile |
How Maria's firm compares
- DWD Portfolio Solutions's average account is about $319,000, from its Form ADV (assets managed divided by 779 accounts).
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Questions about Maria
Is Maria Devlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and DWD Portfolio Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, DWD Portfolio Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Maria Devlin based?
Maria Devlin is based in Pittsburgh, Pennsylvania.
What credentials does Maria Devlin hold?
Maria Devlin holds the CFA credential.
Is Maria Devlin registered with the SEC?
Yes. Maria Devlin is registered as an investment adviser representative in PA (CRD 2150928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DWD Portfolio Solutions manage?
DWD Portfolio Solutions reports $248.3M across 779 accounts in assets under management.
How do I contact Maria Devlin?
Through Maria's website, www.dwdportfolios.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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