Devin Cattelan (CRD# 7771365) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Almanack Investment Partners | Wayne, PA | Dec 2023 - Current | < 1 |
| Verecan Capital Management Inc. | Toronto, | Sep 2023 - Current | < 1 |
| Verecan Wealth Inc. | Toronto, | Jan 2019 - Current | 5 |
| Ia Private Wealth (formerly Holliswealth) | Toronto, | Aug 2018 - Sep 2023 | 5 |
| Ia Private Wealth (formerly Holliswealth) | Toronto, | Apr 2015 - Aug 2018 | 3 |
| Ia Private Wealth (formerly Holliswealth) | Toronto, | Jul 2014 - Apr 2015 | < 1 |
| Student | Quebec, | Dec 2013 - Jul 2014 | < 1 |
- PA
-
Total Assets Under Management802MILLIONS
-
Total Number of Accounts2,044ACCOUNTS
-
Average Account Value$392,462
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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