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Chad Devore

Investment Adviser Representative at Wells Fargo Advisors

Boynton Beach, FLCRD #4897429Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chad Devore is an investment adviser representative with Wells Fargo Advisors in Boynton Beach, FL, where they have been registered since 2018. They have worked in the securities industry since 2009 and have been registered with 5 firms, including American Capital Management, Inc. and Lincoln Investment Planning, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
19 states and territories

California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/29/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 1/30/2006
SIE
Securities Industry Essentials Examination
Passed 7/20/2018
Series 7
General Securities Representative Examination
Passed 5/3/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/23/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wells Fargo AdvisorsCurrent
11/20/2018 – Boynton Beach, FL
American Capital Management, Inc.
7/24/2017 – 7/20/2018Deerfield Beach, FL
Lincoln Investment Planning, Inc
4/10/2013 – 7/24/2015Lutz, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
7/1/2011 – 11/29/2012Allentown, PA
Thrivent Investment Management Inc.
6/9/2006 – 10/16/2006Berlin, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Student
    Jul 2015 – Aug 2017Deerfield Beach, FL
  2. American Equity Investment Corporation
    Jul 2017 – Jul 2018New Albany, IN
  3. American Capital Management, Inc.
    Jul 2017 – Jul 2018New Albany, IN
  4. Berkshire Hathaway Home Services
    Jul 2015 – Jun 2017Allentown, PA
  5. Wells Fargo Clearing Services, LLC
    Nov 2018 – no end date reportedBoca Raton, FL
  6. Unemployed
    Jul 2018 – Nov 2018Deerfield Beach, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wells Fargo Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryMobile BankingDigital Experience

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14,697
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-37967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Wells Fargo Advisors

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Devore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Chad Devore (Wells Fargo Advisors) - Fees & Credentials