John
Coyne

Ategenos Capital, LLC

CRD#734992
Investment Advisor
in Berwyn, PA

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About this Advisor

John Coyne is a financial advisor based in Berwyn, Pennsylvania, working with Ategenos Capital, LLC. John has previously held positions at Brinker Capital Securities, Inc, Spouting Rock Capital Advisors, LLC, Crystal View Partners, and Ategenos Capital, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, John is part of Ategenos Capital, LLC, which operates out of Berwyn, Pennsylvania. The firm has 12 employees and manages assets totaling $130.6 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Ategenos Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1000 Chesterbrook Boulevard Suite 102
Berwyn, PA 19312

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Ategenos Capital, LLC Brokerage Details

Total Assets Under Management

$130,643,681

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

2

PA Average: 3,342
Average Account Size

$65,321,840

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

John Coyne Work History

2021 - Present (3 years)

Ategenos Capital, LLC

2018 - 2021 (3 years)

Spouting Rock Capital Advisors, LLC

2018 - 2018 (< 1 year)

Crystal View Partners

1995 - 2017 (22 years)

Brinker Capital Securities, 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 Ategenos Capital, LLC

Nicholas Coccio
Berwyn, PA
Michael Kerr
Berwyn, PA
William Cole
Berwyn, PA
Jason Moore
Berwyn, PA
Michael Brady
Berwyn, PA
Brendan Mcconnell
Berwyn, PA
Jeffrey Raupp
Berwyn, PA
John Coyne
Berwyn, PA

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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