Morgan Stanley
47yrs
Top advisor by experience in New York
38yrs
Based in New York, New York, Dennis Devane is a fiduciary financial advisor with 38 years of industry experience. Dennis joined Wells Fargo Advisors in 2022, after 11 years at UBS Financial Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% by experience in New York
Office230 Park Avenue, 3rd Floor [Satellite], New York, NY 10169
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2022Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008UBS Financial Services Inc.Previously
Questions to ask Dennis
Tailored to Dennis’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dennis
How do I contact Dennis?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Dennis Devane. Dennis works from the New York, NY office.
How long has Dennis been a financial advisor?
Dennis has been in the industry since 1989, about 38 years. Top 5% by experience in New York.
What licenses does Dennis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dennis a fiduciary?
Dennis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dennis paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dennis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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