Jeffrey
Devine
Compound Family Offices, LLC
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About this Advisor
Jeffrey Devine is a chartered financial analyst working in Sarasota, Florida, who has 3 years of relevant experience. Devine is currently employed by Compound Family Offices, LLC. Their career trajectory has included roles at Summit Strategies Group, Genspring Family Offices, LLC, Babies R Us, Genspring Suntrust Private Wealth, Suntrust Advisory Services, Inc and Compound Family Offices, LLC. Devine has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Florida. Compound Family Offices, LLC is a financial advisory business that has its headquarters in Sarasota, FL. It administers $315 million in assets under management across its 229 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 229 customer accounts, 39% belong to high-net-worth investors who have at least $1 million in assets available to invest. Compound Family Offices, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on the type of financial services offered. Fee types billed by Compound Family Offices, LLC most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compound Family Offices, LLC Brokerage Details
$314,617,863
6
229
$1,373,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Devine Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Compound Family Offices, LLC
Suntrust Advisory Services, Inc
Genspring Suntrust Private Wealth
Genspring Family Offices, LLC
Babies R Us
Summit Strategies Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Devine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Family Offices, LLC
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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