Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
21yrs
Chad Devore
Financial advisor at Wells Fargo Advisors
Chad Devore is a fiduciary financial advisor in Boca Raton, Florida, with 21 years in the industry. Chad joined Wells Fargo Advisors in 2018, after a year at American Capital Management and two years at Lincoln Investment. 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors in Florida
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.
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jul 2017 – Jul 2018American Capital Management, Inc.Previously
- 2013 – 2015Lincoln InvestmentPreviously
- Jul 2011 – Nov 2012MerrillPreviously
- Jun 2006 – Oct 2006Thrivent Investment Management Inc.Previously
Contact Chad
Local office(561) 368-3100Ask for Chad. (314) 875-3000Main office · St. Louis, MO 1675 N Military Trail Suite 500 [F1/F5-Rbo]Boca Raton, FL 33486Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- 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
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About Chad
How do I contact Chad?
Call Chad’s local office at (561) 368-3100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Chad Devore.
How long has Chad been a financial advisor?
Chad has been in the industry since 2006, about 21 years. More experience than 63% of advisors in Florida.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chad 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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