DC
Devin E. Cattelan
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CRD#: 7771365
DC
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Devin Emil Cattelan, who also goes by Devin Cattelan, was a registered financial professional .
Devin is a previously registered financial professional and started their career in finance in 2023. Devin had worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
Aliases
Devin Cattelan
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.
Minority shareholder of Verecan Group of Companies (Halifax, Nova Scotia, Canada) which owns Verecan Wealth Inc. and Verecan Mortgage Services. Verecan Wealth Inc. offers insurance and tax preparation & filing services for clients. Verecan Mortgage Services offers mortgage and lending services for clients. Work as Insurance Adviser in Verecan Wealth Inc. since 2019. Less than 5 hours per week is spent on these businesses. Compensation: Salary Verecan Capital Management, Inc. Investment Related. 640-3300 Bloor St. W. West Tower, Etobicoke, ON, CAN, M8X 2X2. Nature of Business: Investment Management and Financial Planning services for clients. Title: Portfolio Manager. Minority shareholder of Verecan Capital Management, Inc. Start Date: 09/2023. # of Hours/Month? 50+. Hours During Trading Hours/Week: 30. Meet with Canadian resident clients, review their financial planning and investment objectives, recommend investment solutions, assist with portfolio construction, aid clients in retirement, tax, and estate planning. Compensation: Salary.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
December 22, 2023 - October 8, 2025
ALMANACK INVESTMENT PARTNERS
RIA
CRD#: 282428
Toronto,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Current Firm
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
