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Thomas E Wade

DEVONSHIRE ASSET MANAGEMENT, INC.·STONEHAM, Massachusetts
Clean recordDEVONSHIRE 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas E Wade is a registered financial advisor based in STONEHAM, Massachusetts, affiliated with DEVONSHIRE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DEVONSHIRE ASSET MANAGEMENT, INC.
DEVONSHIRE ASSET MANAGEMENT, INC.
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DEVONSHIRE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1097200
Firm CRD# 114966
View on FINRA BrokerCheck →

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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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STONEHAM, MA

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Research
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