Daniel Deveau (CRD# 1970423) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 34 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Pittsford, NY | Apr 2022 - Current | 2 |
| Park Avenue Securities | Pittsford, NY | Apr 2022 - Current | 2 |
| Guardian Life Insurance Company | Rochester, NY | Sep 2017 - Apr 2022 | 4 |
| Park Avenue Securities | Rochester, NY | Sep 2017 - Apr 2022 | 4 |
| Park Avenue Securities LLC | New York, NY | May 1999 - Sep 2017 | 18 |
| Capital Business Advisory Group, Inc. | Pittsford, NY | Jun 1990 - Sep 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
- GA
- NY
- PA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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