Robert Michael Devries

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 12/2023
  Firstwave Financial Inc(Formerly Cpa Wealth Management Services)
  Satellite Beach, FL
• 01/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2013-04-04 → 2024-07-01
  Firstwave Financial
  Satellite Beach, FL
• 2003-03-27 → 2003-12-31
  Independence Insurance & Investments, Llc
  Melbourne, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-15
• S63 Uniform Securities Agent State Law Examination
  1997-06-18