Searle & Co.
47yrs
Top advisor by experience in Greenwich
2yrs
Spencer DeVito is a fiduciary financial advisor in Greenwich, Connecticut, with 2 years in the industry. Spencer joined Morgan Stanley in 2025, after a year at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeOne Fawcett Place 3rd Floor, Greenwich, CT 06830
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- Sep 2025 – nowMorgan StanleyCurrent firm
- Dec 2024 – Sep 2025UBS Financial Services Inc.Previously
Contact Spencer
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Spencer. One Fawcett Place 3rd FloorGreenwich, CT 06830Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Spencer
Tailored to Spencer’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Spencer
How do I contact Spencer?
Call Morgan Stanley at (914) 225-5510 and ask for Spencer DeVito. Spencer works from the Greenwich, CT office.
How long has Spencer been a financial advisor?
Spencer has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Spencer hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Spencer a fiduciary?
Spencer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Spencer paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Spencer 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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