Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
20yrs
Vineeta Devi
Financial advisor at Wells Fargo Advisors
Vineeta Devi has worked in the financial industry for 20 years and is a fiduciary financial advisor based in San Jose, California. After four years at Wells Fargo Investments, Vineeta joined Wells Fargo Advisors in 2011, 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 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office50 W Fernando St. 15th Floor, Suite 1500 [Lake/Nh-Rbo], San Jose, CA 95113
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 66Uniform Combined State Law Examination
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2006 – 2011Wells Fargo Investments, LLCPreviously
Contact Vineeta
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Vineeta. 50 W Fernando St. 15th Floor, Suite 1500 [Lake/Nh-Rbo]San Jose, CA 95113Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Vineeta
Tailored to Vineeta’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 Vineeta
How do I contact Vineeta?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Vineeta Devi. Vineeta works from the San Jose, CA office.
How long has Vineeta been a financial advisor?
Vineeta has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Vineeta hold?
Series 66. Tap any license on this page to see what it allows.
Is Vineeta a fiduciary?
Vineeta is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vineeta paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Vineeta 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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