David DevitoCRD Number: 2977875
Current Firm: Resonant Capital Advisors, LLC
David Devito (CRD# 2977875) is an Investment Advisor Representative working at Resonant Capital Advisors, LLC in Madison, WI and has over 23 years of experience in the finance industry.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Resonant Capital Advisors||Madison, WI||Nov 2019 - Current||2|
|Unemployed||Madison, WI||Jul 2019 - Nov 2019||< 1|
|State Of Wisconsin Investment Board (swib)||Madison, WI||Nov 2017 - Jul 2019||1|
|Madison Investment Advisors||Madison, WI||Nov 2006 - Nov 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management840MILLIONS
Total Number of Accounts2,151ACCOUNTS
Average Account Value$390,570
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, LA, NY, TX, WI
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