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Devin C

Series 66

New York, NY

Revere Wealth Management LLC

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

Options & derivatives strategies Executive Founder/Business Owner
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Jacqueline S

Series 66

New York, NY

Revere Wealth Management LLC

Jacqueline Sherry is a financial advisor at Revere Wealth Management LLC in New York, NY. She holds the Series 66 designation and has experience working at Merrill and Revere Securities LLC. Prior to her advisory roles, her background includes positions with Klamath Technology Credit Partners, Michael Sullivan, and several companies in the hospitality sector. Revere Wealth Management LLC manages discretionary and non-discretionary portfolios for individual and institutional clients, blending fundamental, technical, and macro analysis with an emphasis on research and business valuation. The seven-advisor team offers tailored portfolio management alongside financial planning and consulting services.

Options & derivatives strategies Executive Founder/Business Owner
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Kyle K

Series 66

New York, NY

Revere Wealth Management LLC

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including IBN Financial Services, Inc. and Provasi Capital Partners. Outside of finance, he serves as an independent contractor assigning referees for NCAA hockey games. Revere Wealth Management LLC operates as a seven-advisor team providing discretionary and non-discretionary portfolio management for individual and institutional clients. The firm employs a blend of fundamental, technical, and macro analysis and offers customized portfolios alongside financial planning and consulting services.

Options & derivatives strategies Executive Founder/Business Owner
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Scott F

Series 63, Series 65

New York, NY

Revere Wealth Management LLC

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Revere Securities LLC since 2015. Outside of his advisory role, he is president of Fullman Technologies, Inc., a company that provides educational materials for the options business, including authoring an options book. Revere Wealth Management LLC is a seven-advisor team that manages discretionary and non-discretionary portfolios for individual and institutional clients, using a combination of fundamental, technical, and macro analysis. The firm offers tailored portfolio management alongside financial planning and consulting services.

Options & derivatives strategies Executive Founder/Business Owner
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Dajun X

Series 66

New York, NY

Revere Wealth Management LLC

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Revere, Xu was affiliated with Revere Securities LLC and has academic experience at New York University and the University of California at Irvine. Revere Wealth Management LLC is a seven-advisor team managing approximately $78 million across 101 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using a research-driven approach that integrates fundamental, technical, and macro analysis tailored to client objectives.

Options & derivatives strategies Executive Founder/Business Owner
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Fitzgerald M

Series 63, Series 65

New York, NY

Revere Wealth Management LLC

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Outside of his advisory role, he serves as a board member for Bridge Street Development Corporation, focusing on affordable housing and senior citizen services. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management services primarily for individual and institutional clients, offering tailored investment strategies across equities, fixed income, REITs, and option overlays. The firm combines fundamental, technical, and macro analysis with financial planning and consulting services through a seven-advisor team.

Options & derivatives strategies Executive Founder/Business Owner
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