linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Wesley Devoe

Steward Partners Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Wesley Devoe

Charles Wesley Devoe is a financial advisor with Steward Partners Investment Advisory, LLC. Charles has been in the industry since August 2016. Charles has passed the Series 66, Series 7, and SIE exams. Charles is registered with FINRA and is licensed to provide investment advice in 20 states. Charles is an Investment Advisor Representative for Steward Partners Investment Advisory, LLC and is also involved in providing financial services for Steward Partners Global Advisory, LLC. Charles primarily works with high-net-worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

Charles Devoe is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Devoe’s Registration & Firm History

TX

07/29/2019 - Present

Steward Partners Investment Advisory, LLC (Austin TX)

TX

07/26/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)

TX

08/19/2016 - 07/29/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)

Not sure if Charles Wesley Devoe is right for you?

Licenses & Designations

BOTH

Issued 09/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Wesley Devoe.
Not sure if Charles Wesley Devoe is right for you?