Frank Matthew Devincentis

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2009 → 09/2024
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → 09/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Chicago, IL

Previous Registrations

• 2009-06-01 → 2024-09-24
  Morgan Stanley
  Chicago, IL
• 2005-10-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

VERISMO FINANCIAL LLC; INV. RELATED; EVANSTON, IL; 50% OWNERSHIP; FINANCIAL SERVICES; START DATE: 9/13/2024; 200 HOURS PER MONTH; 12 HOURS DURING TRADING. RENTAL PROPERTY; INV. RELATED; CHICAGO, IL; 100% OWNERSHIP; START DATE 1/1/2020; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. FRANK FINANCIAL LLC; INV RELATED; CHICAGO,IL; S CORP;100% OWNERSHIP; START DATE: 09/13/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-28
• S63 Uniform Securities Agent State Law Examination
  2004-07-27

Designations

• Certified Financial Planner