Daniel Devis
Investment adviser representative at Bci Securities, Inc.
15 yearsExperience
1 stateRegistered in
$402.2MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Bci Securities, Inc.Jun 2025 to now
- Devis Enterprises LLCFeb 2022 to Jun 2025
- Morgan Stanley Smith BarneySep 2011 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bci Securities, Inc.
$402.2MAssets managed
448Clients
36Advisers
5 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
- 5461503
- Firm CRD
- 168047