Devin Rountree has been an investment adviser representative at Global Wealth Management Investment Advisory since July 2025, and is not listed among the firm’s executive officers or direct owners. Devin Rountree holds a Bachelor of Arts in Economics with a concentration in Consumer and Family Economics from the University of Missouri–Columbia.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Devin Rountree is Vice President of Wealth Management at Global Wealth Management. He has nearly 20 years of experience helping individuals and families with financial decisions through planning and investment guidance. Before joining the firm in 2025, he served as a Senior Financial Advisor at Wells Fargo Advisors and as an Assistant Vice President and Financial Solutions Advisor at Bank of America Merrill Lynch, and earlier advised clients at Morgan Stanley Wealth Management.
Devin Rountree’s longest registration was 7 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2015–2022). Before joining Global Wealth Management Investment Advisory in 2025, Devin Rountree was registered through Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 1 yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Wells Fargo Advisors– · 2 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 7 yearsAventura, FL · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 2 yearsTampa, FL · Adviser representative · Firm CRD 149777
- Axa Advisors, LLC– · 4 yearsTampa, FL · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Devin Rountree is registered as an investment adviser representative in Florida, since July 2025.
- FloridaSince 18 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 November 2008 |
| Series 7 | General Securities Representative Examination | 9 October 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Devin T Rountree
- CRD
- 5585685
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Devin Rountree work?
Devin Rountree is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Devin Rountree a financial advisor?
Yes. Devin Rountree has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since July 2025.
How many years of experience does Devin Rountree have?
Devin Rountree has 17 years in the financial industry, since December 2008, across 5 adviser firms.
What exams has Devin Rountree passed?
Devin Rountree has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2008. FINRA credited Devin Rountree with the SIE, which began in October 2018.
Where did Devin Rountree work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Devin Rountree was registered through Wells Fargo Advisors, November 2022 to June 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2015 to November 2022; Morgan Stanley, February 2013 to September 2015; Axa Advisors, LLC, November 2008 to December 2012.
Where is Devin Rountree based?
Devin Rountree’s registered office is in Fort Lauderdale, FL.
Is Devin Rountree registered with FINRA?
No. Devin Rountree has no current broker registration.
How can I verify Devin Rountree’s record?
Search CRD 5585685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Devin Rountree’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO