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Thomas E Wade

DEVONSHIRE ASSET MANAGEMENT, INC.·STONEHAM, Massachusetts
Series 7, Series 63, Series 65Clean record27 years registeredDEVONSHIRE ASSET MANAGEMENT, INC.
92 MONTVALE AVE., STONEHAM, MA 02180CRD# 1097200Firm CRD# 114966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas E Wade · STONEHAM, MA
Registration
CRD #1097200 · DEVONSHIRE ASSET MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

PENSION & WEALTH MANAGEMENT ADVISORS
May 2026 – present
DEVONSHIRE ASSET MANAGEMENT, INC.
Feb 1999 – Mar 2025
STONEHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 4, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DEVONSHIRE ASSET MANAGEMENT, INC.
CRD 114966 · SEC 801-71203
AUM
$54M
Regulatory assets under management
Employees
1
115 client accounts
Services offered by DEVONSHIRE ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DEVONSHIRE ASSET MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Thomas E Wade offer?
Thomas E Wade specializes in Financial Planning, Investment Management. Contact their office in STONEHAM, Massachusetts for a consultation.
What are Thomas E Wade's credentials?
Thomas E Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas E Wade located?
Thomas E Wade is based in STONEHAM, Massachusetts, working with DEVONSHIRE ASSET MANAGEMENT, INC.. Their office serves clients in the STONEHAM metropolitan area and surrounding communities.
How does Thomas E Wade charge for services?
Thomas E Wade's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEVONSHIRE ASSET MANAGEMENT, INC.?
DEVONSHIRE ASSET MANAGEMENT, INC. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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