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Spencer Devito

4 Years of Experience
Greenwich, CT
Broker

Spencer Devito is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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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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Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.
December 2024 - September 2025 · 9 mos
UBS Financial Services INC.Broker
November 2021 - September 2025 · 3 yrs 10 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Spencer Devito - Financial Advisor | TrueAdvisor