David J. Devito
Professional summary
David Joseph Devito, who also goes by David J. Devito, David Devito, is a registered financial advisor currently at RESONANT CAPITAL ADVISORS, LLC located in Madison, Wisconsin.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Joseph Devito's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 26, 2019 - Present
RESONANT CAPITAL ADVISORS, LLC
Office #1: 33 E. Main Street Suite 440, Madison, WI 53703September 20, 2006 - November 17, 2017
MFD DISTRIBUTOR, LLC
July 3, 2006 - August 28, 2006
CURIAN CLEARING, LLC
February 10, 2003 - July 3, 2006
INVESTMENT CENTERS OF AMERICA, INC.
September 4, 2002 - January 27, 2003
BROKERAGEAMERICA, LLC
January 8, 2001 - September 19, 2002
CITIGROUP GLOBAL MARKETS INC.
October 1, 2000 - December 14, 2000
BROWN BROTHERS HARRIMAN & CO.
Primary Firm SEC Registration
RESONANT CAPITAL ADVISORS, LLC
CRD#: 298451 / SEC#: 801-114001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/26/2019)
Exams
Series 55
Date: 2/5/2001
Limited Representative-Equity Trader ExamCurrent Firm
RESONANT CAPITAL ADVISORS, LLC
CRD#: 298451 / SEC#: 801-114001
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,409 |
| AUM (Assets Under Management) | $ 2,216,682,348 |
Red Flags
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