J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
17yrs
Daniel Devis
Financial advisor at BCI Securities
Daniel Devis has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Miami, Florida. Daniel has been with BCI Securities since 2025; before that, Daniel spent ten years at Morgan Stanley and two years at UBS Financial Services. BCI Securities offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 25% by experience at BCI Securities
Office1450 Brickell Avenue Suite 2850, Miami, FL 33131
FirmBCI Securities
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$473,012
Advisors at the firm36
States licensed ?1 state
Services through BCI Securities
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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
- Jun 2025 – nowBCI Securities, Inc.Current firm
- 2011 – 2022Morgan StanleyPreviously
- Mar 2010 – Sep 2011UBS Financial Services Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call BCI Securities at (305) 929-5500 and ask for Daniel Devis. Daniel works from the Miami, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 17 years. Top 25% by experience at BCI Securities.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
BCI Securities reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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