Devin T Rountree
Investment Adviser Representative at Global Wealth Management Investment Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Devin T. Rountree is an investment adviser representative with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, where they have been registered since 2025. They have worked in the securities industry since 2008 and have been registered with 5 firms, including Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BANK OF America, N.A.Sep 2015 – Nov 2022Deerfield Beach, FL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 – Nov 2022Deerfield Beach, FL
- Wells Fargo Clearing Services, LLCNov 2022 – Jun 2025Fort Lauderdale, FL
- Madison Avenue SecuritiesJun 2025 – Dec 2025San Diego, CA
- Global Wealth Management Investment Advisory, Inc.Jun 2025 – no end date reportedWeston, FL
- Global Wealth Retirement Planning, LLCJul 2025 – no end date reportedWeston, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Global Wealth Management Investment Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning and investment management through a Retirement Roadmap Review process, including portfolio review, risk analysis, cost analysis, tax analysis, income analysis, Social Security analysis, annuity analysis, income planning, investment planning, tax planning, health care planning, and legacy and estate planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Fort Lauderdale, FL
- SEC file number:
- 801-110227
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Global Wealth Management Investment Advisory, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Devin T Rountree has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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