Mark DeVito has been an investment adviser representative at Gilbert Greg RIA since January 2023, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Mark DeVito’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2017–2023). Before joining Gilbert Greg RIA in 2023, Mark DeVito was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC.
- – present · 3 yearsWheeling, IL · Adviser representative · Firm CRD 304981
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsDeer Park, IL · Adviser representative · Firm CRD 7691
- MML Investors Services, LLC– · under a yearDowners Grove, IL · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 1 yearBuffalo Grove, IL · Adviser representative · Firm CRD 14251
- Allstate Financial Advisors, LLC– · 4 yearsBarrington, IL · Adviser representative · Firm CRD 109524
- Axa Advisors, LLC– · 4 yearsDeerfield, IL · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Mark DeVito is registered as an investment adviser representative in Illinois, since January 2023.
- IllinoisSince 23 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 February 2009 |
| Series 66 | Uniform Combined State Law Examination | 6 July 2006 |
| Series 7 | General Securities Representative Examination | 5 June 2006 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Christopher DeVito
- CRD
- 5137097
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 1098 South Milwaukee Ave, Suite 303C, Wheeling, IL 60090
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mark DeVito work?
Mark DeVito is an investment adviser representative registered through Gilbert Greg RIA, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Mark DeVito a financial advisor?
Yes. Mark DeVito has a current investment-adviser registration in Illinois, through Gilbert Greg RIA since January 2023.
How many years of experience does Mark DeVito have?
Mark DeVito has 20 years in the financial industry, since June 2006, across 6 adviser firms.
What exams has Mark DeVito passed?
Mark DeVito has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 10. The earliest, the Series 7, was passed in June 2006. FINRA credited Mark DeVito with the SIE, which began in October 2018.
Where did Mark DeVito work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Mark DeVito was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2017 to January 2023; MML Investors Services, LLC, March 2017 to July 2017; Msi Financial Services, Inc., July 2015 to March 2017; Allstate Financial Advisors, LLC, November 2010 to July 2015; Axa Advisors, LLC, July 2006 to October 2010.
Where is Mark DeVito based?
Mark DeVito’s registered office is in Wheeling, IL.
Is Mark DeVito registered with FINRA?
Yes. Mark DeVito has a current broker registration, under CRD 5137097.
Source: FINRA BrokerCheck
How can I verify Mark DeVito’s record?
Search CRD 5137097 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mark DeVito’s full registration record.