Dennis Devane
Dennis Devane is a registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis owns 100% of DD Total Wealth Management, LLC and is a trustee for DD Total Wealth Management, LLC I401K, dedicating full-time hours to each. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
Lehman Brothers INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.