Gina Marie Devecchis

Employer firm

Bentley Wealth Advisors, LLC CRD 293311

Reported services (Item 5G)

• REFERRAL OF CLIENTS TO OTHER INVESTMENT ADVISERS

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

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

Current Employers

Employment History

• 07/2007 → Present
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 10/1986 → Present
  Disanto, Priest & Co.
  Warwick, RI

Previous Registrations

• 2018-06-29 → 2018-12-31
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 2007-11-22 → 2011-01-04
  Bentley Wealth Advisors, Llc
  Warwick, RI

Other Businesses

DISANTO, PRIEST & CO. 117 METRO CENTER BOULEVARD, WARWICK, RI 02886 ACCOUNTING FIRM, NON INVESTMENT RELATED ACCOUNTANT, 10-1986 TO PRESENT, TAX & ACCOUNTING SERVICES, DEVOTES 160 HOURS PER MONTH TO THIS ACTIVITY ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-21

Designations

• Personal Financial Specialist