David Joseph Devito
Investment adviser representative at Resonant Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
$3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Resonant Capital Advisors, LLCNov 2019 to now
- UnemployedJul 2019 to Nov 2019
- State of Wisconsin Investment Board (swib)Nov 2017 to Jul 2019
- Madison Investment AdvisorsNov 2006 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WI).
Resonant Capital Advisors, LLC
$3BAssets managed
619Clients
15Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2977875
- Firm CRD
- 298451