John
Coyne

Compass Capital Corporation

CRD#1054427
Investment Advisor
in Braintree, MA

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About this Advisor

John Coyne is a financial advisor based in Braintree, Massachusetts, working with Compass Capital Corporation. John has previously held positions at Winslow, Evans & Crocker, Inc, National Securities Corporation, National Asset Management, Compass Capital Corporation, and Compass Securities Corporation. John has passed the Series 63 regulatory exam and is registered to provide services in Florida, Massachusetts, New Jersey, New York, North Carolina, Rhode Island, and Texas. Currently, John is part of Compass Capital Corporation, which operates out of Braintree, Massachusetts. The firm has 3 offices and 17 employees. The firm manages assets totaling $475.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Compass Capital Corporation includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Braintree Hill Office Park Suite 105
Braintree, MA 02184-8734

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Compass Capital Corporation Brokerage Details

Total Assets Under Management

$475,503,136

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

1,339

MA Average: 4,567
Average Account Size

$355,118

MA Average: $3,506,186

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

2022 - Present (2 years)

Compass Capital Corporation

2022 - Present (2 years)

Compass Securities Corporation

2021 - Present (3 years)

National Securities Corporation

2021 - Present (3 years)

National Asset Management

2004 - 2021 (17 years)

Winslow, Evans & Crocker, Inc

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

Tyler Chaisson
Braintree, MA
Scott Chaisson
Braintree, MA
Peter Montalbano
Braintree, MA
Seth Chadwick
Braintree, MA
David Morgan
Braintree, MA
Omar Mian
Braintree, MA
John Coyne
Braintree, MA
Bruce Winans
Braintree, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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