Simone Devenny is a registered investment advisor, based in Folsom, CA, with 10 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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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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Simone is a co-trustee of the Miner Family Trust, which holds residential and commercial real estate. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Aw SecuritiesBroker
April 2025 - Present · 1 yr 1 mo
Aw Securities
April 2025 - Present · 1 yr 1 mo
Allworth Financial, L.P.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Cache Securities LLCBroker
November 2024 - December 2024 · 1 mo
Pasadena Private Wealth, LLC
October 2024 - February 2025 · 4 mos
Gratus Capital, LLC
August 2023 - May 2024 · 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
May 2022 - August 2023 · 1 yr 3 mos
Wealth Enhancement Advisory Services, LLC
February 2022 - August 2023 · 1 yr 6 mos
Eaton Vance Management
June 2020 - January 2022 · 1 yr 7 mos
Eaton Vance Distributors, INC.Broker
April 2020 - January 2022 · 1 yr 9 mos
Morgan Stanley
April 2017 - April 2020 · 3 yrs
Morgan StanleyBroker
April 2017 - April 2020 · 3 yrs
Strategic Advisers, INC.
November 2014 - May 2016 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
January 2014 - May 2016 · 2 yrs 4 mos
State Registrations1 state
CA
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.