John
Coyne
Compass Capital Corporation
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About this Advisor
John Coyne is a certified financial planner who works in Braintree, Massachusetts with a total of 1 year of relevant experience. Coyne is an advisor for Compass Capital Corporation. Their career trajectory has included roles at Winslow, Evans & Crocker, Inc, National Securities Corporation, National Asset Management, Compass Capital Corporation and Compass Securities Corporation. Coyne maintains a Series 63 license, which qualifies them as a securities agent, and can serve investors in Florida, Massachusetts, New Jersey, New York, North Carolina and Rhode Island. Compass Capital Corporation is a firm operating out of Braintree, MA. The firm has offices in three locations and a total of 17 financial advisors. It manages $476 million in assets under management across its 1,327 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,327 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. Compass Capital Corporation performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on which service is offered. However, fees billed by Compass Capital Corporation can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Corporation Brokerage Details
$476,368,663
17
1,327
$358,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Coyne Work History
John has been registered as a financial advisor for 1 years.*
Compass Capital Corporation
Compass Securities Corporation
National Securities Corporation
National Asset Management
Winslow, Evans & Crocker, Inc
*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 John Coyne 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 Compass Capital Corporation
Braintree, MA
Lutz, FL
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
