Gina M. Devecchis

BENTLEY WEALTH ADVISORS

Warwick, RI 02886

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CRD#: 5393494

Professional summary

Gina Marie Devecchis is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.

Gina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gina has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DISANTO, PRIEST & CO. 117 METRO CENTER BOULEVARD, WARWICK, RI 02886 ACCOUNTING FIRM, NON INVESTMENT RELATED ACCOUNTANT, 10-1986 TO PRESENT, TAX & ACCOUNTING SERVICES, DEVOTES 160 HOURS PER MONTH TO THIS ACTIVITY ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gina Marie Devecchis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2019 - Present

BENTLEY WEALTH ADVISORS, LLC

Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

RIA

CRD#: 293311

Warwick, RI

Past

June 29, 2018 - December 31, 2018

BENTLEY WEALTH ADVISORS, LLC

RIA

CRD#: 293311

WARWICK, RI

Past

November 22, 2007 - January 4, 2011

BENTLEY WEALTH ADVISORS, LLC

RIA

CRD#: 126007

WARWICK, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(1/15/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2007

Uniform Investment Adviser Law Examination

Current Firm

BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311 / SEC#:

Rhode Island

Registered Investment Advisory firm - (12/31/2018 Approved)

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Contact information

Main Address

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

Mailing Address

Phone number

(401) 921-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Gina M. Devecchis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gina Marie Devecchis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTLEY WEALTH ADVISORS, LLC

BENTLEY WEALTH ADVISORS, LLC

BENTLEY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2007

Current Firm

BENTLEY WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BENTLEY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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