Donald Devost has been Principal/Chief Compliance Officer of Addison Advisors since June 2010, is a control person of the firm and directly owns under 5% of it.
Addison Advisors LLC is a Middlebury, VT firm with $583M under management, 368 clients and 6 advisers across 2 offices, as of its February 2026 filing.
- Marble Trail AdvisorsCurrent– present · 15 yearsMiddlebury, VT · Adviser representative · Firm CRD 154744
Investment adviser representative registrations
Donald Devost is registered as an investment adviser representative in 2 states. The first approvals date from November 2010; the most recent is New Hampshire, in June 2013.
- New HampshireSince 24 June 2013
- VermontSince 15 November 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Donald Harvey Devost
- CRD
- 5831328
- Firm
- Addison Advisors · CRD 154744
- Role
- Principal/Chief Compliance Officer
- Office
- 88 MAIN STREET, Middlebury, VT 05753
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Devost work?
Donald Devost has been Principal/Chief Compliance Officer of Addison Advisors LLC since June 2010, and is a control person of the firm.
Is Donald Devost a financial advisor?
Yes. Donald Devost has a current investment-adviser registration in New Hampshire and Vermont, through Addison Advisors since November 2010.
How many years of experience does Donald Devost have?
Donald Devost has 15 years in the financial industry, since November 2010, across 1 adviser firm.
What exams has Donald Devost passed?
Donald Devost passed the Series 65 in June 2010.
Where is Donald Devost based?
Donald Devost’s registered office is in Middlebury, VT.
Is Donald Devost registered with FINRA?
No. Donald Devost has no current broker registration.
How can I verify Donald Devost’s record?
Search CRD 5831328 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Devost’s full registration record.