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Advisors / Florida / Boca Raton
24yrs

Frank Devito

Financial advisor at Wells Fargo Advisors

Frank Devito has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Boca Raton, Florida. After seven years at Morgan Stanley and five years at Citigroup Global Markets, Frank joined Wells Fargo Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.

Boca Raton, FL 33486Fiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office1675 N Military Trail Suite 500 [F1/F5-Rbo], Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. 2009 – 2016
    Morgan StanleyPreviously
  3. 2004 – 2009

Questions to ask Frank

Tailored to Frank’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Frank

How do I contact Frank?

Call Frank’s local office at (561) 368-3100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Frank Devito.

How long has Frank been a financial advisor?

Frank has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.

What licenses does Frank hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Frank a fiduciary?

Frank is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Frank paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Frank 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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