FD
CFP
FD
CFP

Frank Devincentis

21 Years of Experience
Chicago, IL
Broker

Frank Devincentis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

320 South Canal Street, Suite 2975, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Frank has 50% ownership in Verismo Financial LLC, a financial services company, dedicating full-time hours to it. Frank also owns rental property, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2024 · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2024 · 15 yrs 3 mos
Citigroup Global Markets INC.
October 2005 - June 2009 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
July 2004 - June 2009 · 4 yrs 11 mos
State Registrations42 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.