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Devon Coyle Francis

Fiducient Advisors LLC

Windsor, CT

Chicago, IL

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Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-01-13
  • CT RA
    APPROVED
    Since 2021-01-13

Branch Locations

100 Northfield Drive, Windsor, CT 06095 • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Investment Advisors, Llc Windsor CT 06/2006 12/2020
Dimeo Schneider & Associates Llc Chicago IL 01/2021 Present
  • 06/2006 → 12/2020
    Fiduciary Investment Advisors, Llc
    Windsor, CT
  • 01/2021 → Present
    Dimeo Schneider & Associates Llc
    Chicago, IL
Previous Registrations
  • 2011-07-01 → 2020-12-31
    Fiduciary Investment Advisors, Llc
    Windsor, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-30
  • S65 Uniform Investment Adviser Law Examination
    2011-06-30
Other Names
  • Devon Smart
  • Devon Coyle Smart
  • Devon Michele Coyle

View on SEC IAPD

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Other Investors

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Daniel Gilligan
Monica L Forbes
TIMOTHY JOHN BAKER
JEFFREY PARKER SMITH
ERIK A LILLIBRIDGE
Michael Gothers
Michael Dennis McGrath

Other Offices

EDWARD JONES · WINDSOR, CT
WEALTHSHAPE LLC · WINDSOR, CT
PARKER WEALTH MANAGEMENT, LLC · WINDSOR, CT
OSAIC WEALTH, INC. · WINDSOR, CT
EAGLE STRATEGIES LLC · WINDSOR, CT
STATE FARM INVESTMENT MANAGEMENT CORP. · WINDSOR,, CT
PFS INVESTMENTS INC. · BLOOMFIELD, CT
OSAIC ADVISORY SERVICES, LLC · WINDSOR, CT

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