Revere Wealth Management LLC

Yuelin Liu is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds a Series 66 credential and previously worked at Revere Securities LLC and held academic positions at Columbia University and Hamilton College. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individuals and institutional clients, managing approximately $68 million in assets. The firm focuses on equities, fixed income, ETFs, mutual funds, and certain equity derivatives, using a combination of fundamental, technical, and macro analysis to tailor portfolios to client objectives and risk tolerances.

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 Revere Securities LLC and High Point. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individual and institutional clients, managing approximately $68 million in assets. The firm focuses on equities, fixed income, ETFs, mutual funds, and select equity derivatives, employing fundamental, technical, and macro analysis alongside tailored portfolio strategies.

Kyle Kadish is a financial advisor at Revere Wealth Management LLC with nine years of industry experience and holds the Series 66 designation. He has previously worked at firms including IBN Financial Services, Inc., Advantage Wealth Solutions, and Provasi Capital Partners. Outside of his advisory role, Kadish is involved as an independent contractor assigning officials for NCAA hockey games. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individual and institutional clients, managing approximately $68 million across 101 accounts. The firm employs a mix of fundamental, technical, and macro analysis to tailor portfolios primarily focused on equities, fixed income, ETFs, and mutual funds.

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 licenses and has been with Revere Securities LLC since 2015. Outside of his advisory role, he is president and founder of Fullman Technologies, Inc., which provides educational materials on options trading, including authoring an options book. Revere Wealth Management offers discretionary and non-discretionary investment advisory services to individual and institutional clients, managing approximately $68 million across 101 accounts. The firm focuses on equities, fixed income, ETFs, mutual funds, and certain equity derivatives, employing a combination of fundamental, technical, and macro analysis with an emphasis on business valuation and portfolio customization.

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Revere Wealth Management and Revere Securities LLC in 2023, Xu worked at New York University and the University of California at Irvine. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individuals and institutional clients, managing approximately $68 million across 101 accounts. The firm focuses on equities, fixed income, ETFs, mutual funds, and certain equity derivatives, employing a combination of fundamental, technical, and macro analysis with an emphasis on business valuation and portfolio customization.

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Revere Securities LLC, Janney Montgomery Scott, and Oppenheimer. Outside of his advisory role, Miller serves as a board member of Bridge Street Development Corporation, focusing on affordable housing, senior citizen services, and community engagement. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individuals and institutional clients, managing approximately $68 million across 101 accounts. The firm employs a mix of fundamental, technical, and macro analysis with an emphasis on business valuation and offers tailored portfolio management including sector-weighting ETF strategies and limited option strategies.