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JD

John M. Devine

NORTHEAST ADVISERS
Paoli, PA 19301
Some features on this profile are disabled
CRD#: 1991691
JD

Professional summary


John Michael Devine SR, who also goes by John Michael Devine, Michael Devine, is a registered financial advisor currently at NORTHEAST ADVISERS, INC. located in Paoli, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Michael Devine | Michael Devine

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 Michael Devine SR'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®
None

Experience


Current

August 3, 2000 - Present

NORTHEAST ADVISERS, INC.

Office #1: 163 W. Lancaster Ave, Paoli, PA 19301
RIA
CRD#: 108835
Paoli, PA
Past

September 17, 2002 - February 10, 2003

MCGINN, SMITH & CO., INC.

BD
CRD#: 8453
ALBANY, NY
Past

November 5, 1999 - May 22, 2000

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

April 4, 1997 - January 29, 1998

MAFG RIA SERVICES, INC.

BD
CRD#: 35690
MT. LAUREL, NJ
Past

April 29, 1994 - August 6, 1996

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

June 30, 1993 - May 6, 1994

AMA INVESTMENT ADVISERS, INC.

BD
CRD#: 678
CHICAGO, IL
Past

October 27, 1989 - June 29, 1993

ROYAL MACCABEES SECURITIES COMPANY

BD
CRD#: 6704
SOUTHFIELD, MI

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".
NA
NORTHEAST ADVISERS, INC.
JK FINANCIAL ADVISORY SERVICES | ZINN ADVISERS | PRO-CAP, LLC | NORTHEAST ADVISERS, INC. | NORTHEAST ADVISERS INC

CRD#: 108835 / SEC#: 801-57720

RIA
Registered Investment Advisory firm - (7/5/2000 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(3/28/2019)
IAR
Pennsylvania
(8/3/2000)
IAR
Texas
(8/4/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/10/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NA
NORTHEAST ADVISERS, INC.
JK FINANCIAL ADVISORY SERVICES | ZINN ADVISERS | PRO-CAP, LLC | NORTHEAST ADVISERS, INC. | NORTHEAST ADVISERS INC

CRD#: 108835 / SEC#: 801-57720

RIA
Registered Investment Advisory firm - (7/5/2000 Approved)
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Contact information


Main Address
163 W. Lancaster Ave, Paoli, PA 19301
Mailing Address
Phone number
(610) 240-7955
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 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

NAI ADV PART 2 MARCH 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts364
AUM (Assets Under Management)$ 576,435,239

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


NORTHEAST ADVISERS, INC.

CRD#: 108835Paoli, PA 19301

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