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Wendy Lynn Devinny

Investment Adviser Representative at POST RESCH TALLON GROUP

Pittsford, NYCRD #3233792Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Wendy Lynn Devinny has worked in the securities industry since 2001. They have passed the Series 63, 7, and 6 examinations. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/17/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/26/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/17/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0095
Source

POST Resch Tallon Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
7/10/2025Pittsford, NY
POST RESCH TALLON GROUPCurrent
6/11/2024Pittsford, NY
CADARET GRANT & CO INC
5/4/20217/10/2025Pittsford, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at POST RESCH TALLON GROUP

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View POST RESCH TALLON GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wendy Lynn Devinny 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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