David Joseph Devito

Employer firm

Resonant Capital Advisors, LLC CRD 298451

$2.96B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES

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

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

Current Employers

Employment History

• 11/2006 → 11/2017
  Madison Investment Advisors
  Madison, WI
• 11/2019 → Present
  Resonant Capital Advisors
  Madison, WI
• 11/2017 → 07/2019
  State Of Wisconsin Investment Board (Swib)
  Madison, WI
• 07/2019 → 11/2019
  Unemployed
  Madison, WI

Other Businesses

RCA HOLDCO, INC.; NOT INVESTMENT-RELATED; MADISON, WI; HOLDING COMPANY; SHAREHOLDER;12/27/2024; ZERO HOURS/MONTH; DUTIES: NONE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-26
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Other Names

• David Devito
• David J. Devito