Devlin Formey
Investment Adviser Representative at Morgan Stanley
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Devlin Formey is an investment adviser representative with Morgan Stanley in Short Hills, NJ, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Northwestern Mutual Investment Services,llc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in New Jersey and Texas.
Office
Advisors at this office: 71
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Merrill LynchDec 2018 – Jun 2019Pennington, NJ
- Muhlenberg CollegeAug 2012 – Jan 2017Allentown, PA
- Northwestern Mutual Life Insurance CompanyNov 2022 – Jan 2024Milwaukee, WI
- Northwestern Mutual Investment Services LLCNov 2022 – Aug 2025Princeton, NJ
- UnemployedOct 2016 – Jan 2017Union, NJ
- Northwestern Mutual Life Insurance CompanyJan 2017 – Sep 2017Annandale, NJ
- UnemployedSep 2017 – Dec 2018Union, NJ
- Bank of AmericaDec 2018 – Jun 2019Hopewell, NJ
- Bank of AmericaJun 2019 – Nov 2020New York, NY
- MerrillJun 2019 – May 2021New York, NY
- UnemployedMay 2021 – Apr 2022Union, NJ
- FiservApr 2022 – Nov 2022Berkeley Heights, NJ
- Lifetime FitnessJan 2023 – Aug 2025Florham Park, NJ
- Northwestern Mutual Wealth Management CompanyApr 2023 – Jan 2024Milwaukee, WI
- RFG LLCJan 2024 – Aug 2025Princeton, NJ
- Morgan StanleyAug 2025 – no end date reportedShort Hills, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morgan Stanley
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $10,000 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,008
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Purchase, NY
- SEC file number:
- 801-70103
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Morgan Stanley
Showing 12 of 23,008 in the directory
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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. Devlin Formey 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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