Career
Debra Devoe has been Chief Compliance Officer of Envestnet Portfolio Solutions since January 2014. Debra Devoe is not listed as a control person, but directly owns under 5% of the firm.
Envestnet Portfolio Solutions, Inc. is a Berwyn, PA firm with $17.3B under management, 60,663 clients and 178 advisers across 2 offices, as of its June 2026 filing.
- – present · 8 years, · Adviser representative · Firm CRD 109662
- Envestnet PmcAlso current– present · 12 years, · Adviser representative · Firm CRD 111694
- Fdx Advisors, Inc.– · 1 yearLombard, IL · Adviser representative · Firm CRD 104601
- Princor Financial Services Corporation– · under a yearDes Moines, IA · Adviser representative · Firm CRD 1137
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Illinois | Approved | 8 July 2014 |
| Wisconsin | Approved | 11 April 2023 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 19 July 2006 |
| Series 66 | Uniform Combined State Law Examination | 21 December 2004 |
| Series 24 | General Securities Principal Examination | 22 February 2001 |
| Series 7 | General Securities Representative Examination | 11 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
Individual record
- Full name
- Debra Jane Devoe
- CRD
- 2372586
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Debra Devoe work?
Debra Devoe has been Chief Compliance Officer of Envestnet Portfolio Solutions, Inc. since January 2014.
Is Debra Devoe a financial advisor?
Yes. Debra Devoe has a current investment-adviser registration in Illinois and Wisconsin, through Envestnet Portfolio Solutions since October 2018.
How many years of experience does Debra Devoe have?
Debra Devoe has 24 years in the financial industry, since December 2001, across 4 adviser firms.
What exams has Debra Devoe passed?
Debra Devoe has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 66 and Series 53. The earliest, the Series 63, was passed in August 1999. FINRA credited Debra Devoe with the SIE, which began in October 2018.
Where did Debra Devoe work before Envestnet Portfolio Solutions?
Before Envestnet Portfolio Solutions, Debra Devoe was registered through Fdx Advisors, Inc., November 2007 to October 2009; Princor Financial Services Corporation, January 2005 to May 2005.
Leadership at Envestnet Portfolio Solutions
- Christopher ToddChief Executive Officer
- John HofmannChief Financial Officer
- Dana D'AuriaCo-CIO
- Kathryn EvansChief Operations Officer
- Shelly O'brienCorporate Secretary
- Brandon ThomasCo-CIO