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JC

John F. Coyne

COMPASS CAPITAL
Braintree, MA 02184-8734
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CRD#: 1054427
JC

Professional summary


John Francis Coyne, CFP®, who also goes by John F Coyne Jr, is a registered financial advisor currently at COMPASS CAPITAL CORPORATION located in Braintree, Massachusetts and COMPASS SECURITIES CORPORATION located in Braintree, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 12 firms and has passed the Series 63, Series 79TO, Series 6TO, Series 22TO, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John F Coyne Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Francis Coyne's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

January 12, 2022 - Present

COMPASS CAPITAL CORPORATION

Office #1: 50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734
RIA
CRD#: 112323
Braintree, MA
Current

January 18, 2022 - Present

COMPASS SECURITIES CORPORATION

Office #1: 50 Braintree Hill Park Suite 105, Braintree, MA 02184-8734
BD
CRD#: 16168
Braintree, MA
Past

March 24, 2021 - January 12, 2022

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
CANTON, MA
Past

March 18, 2021 - January 12, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

March 9, 2005 - April 9, 2021

WINSLOW, EVANS & CROCKER, INC.

RIA
CRD#: 29686
BRAINTREE, MA
Past

February 12, 2004 - April 9, 2021

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BRAINTREE, MA
Past

October 9, 2001 - February 20, 2004

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

July 21, 1997 - October 9, 2001

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

September 13, 1989 - August 13, 1991

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

May 8, 1986 - February 10, 1988

COMMUNITY SECURITIES, INC.

BD
CRD#: 10431
Past

January 8, 1985 - May 19, 1986

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Past

August 3, 1982 - January 8, 1985

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

August 3, 1982 - January 8, 1985

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COMPASS CAPITAL CORPORATION
CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA
Registered Investment Advisory firm - (7/31/1984 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(2/21/2022)
RR
Massachusetts
(1/18/2022)
IAR
Massachusetts
(1/19/2022)
IAR
New Jersey
(3/11/2022)
IAR
New York
(1/12/2022)
IAR
North Carolina
(1/13/2022)
IAR
Rhode Island
(1/13/2022)
IAR
Texas
(10/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
COMPASS CAPITAL CORPORATION
CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA
Registered Investment Advisory firm - (7/31/1984 Approved)
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Contact information


Main Address
50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734
Mailing Address
Phone number
(781) 535-6083
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPASS CAPITAL FORM ADV 2 BROCHURE DATED 063025 (9/25/2025)

Regulatory assets under management


Total Number of Accounts1,371
AUM (Assets Under Management)$ 663,564,349

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COMPASS CAPITAL CORPORATION

CRD#: 112323Braintree, MA 02184-8734

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