Unclaimed Profile

Daniel Edward Devine

DANIEL DEVINE & COMPANY·DELRAY BEACH, Florida

Series 7, Series 24, Series 63, Series 65Clean record22 years registeredDANIEL DEVINE & COMPANY

365 SE 6TH AVE., S-305, DELRAY BEACH, FL 33483-5297CRD# 1026886Firm CRD# 131260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Edward Devine · DELRAY BEACH, FL

Registration

CRD #1026886 · DANIEL DEVINE & COMPANY · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DANIEL DEVINE & COMPANY

SLATESTONE WEALTH LLC

Sep 2018 – Jul 2024

JUPITER, FL

DANIEL DEVINE & COMPANY

Jun 2004 – Dec 2018

DELRAY BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DANIEL DEVINE & COMPANY

CRD 131260 · SEC 801-63207

AUM

$258M

Regulatory assets under management

Employees

71 client accounts

Services offered by DANIEL DEVINE & COMPANY

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

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Introduction

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Frequently Asked Questions

What services does Daniel Edward Devine offer?

Daniel Edward Devine specializes in Investment Management, Fee-Only Advisory.

What are Daniel Edward Devine's credentials?

Daniel Edward Devine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Edward Devine located?

Daniel Edward Devine is based in DELRAY BEACH, Florida, last registered with DANIEL DEVINE & COMPANY.

How does Daniel Edward Devine charge for services?

Daniel Edward Devine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DANIEL DEVINE & COMPANY?

DANIEL DEVINE & COMPANY has approximately 2 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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