John V. Coyle

NEW AGE ALPHA

Norwell, MA

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CRD#: 2094684

Professional summary

John V Coyle JR., who also goes by John V Coyle Jr., John VIncent Coyle Jr, John Vincent Coyle, is a registered financial advisor currently at NEW AGE ALPHA located in Norwell, Massachusetts and FNEX CAPITAL, LLC located in Indianapolis, Indiana.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. John has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John V Coyle Jr. | John Vincent Coyle Jr | John Vincent Coyle

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.

New Age Alpha, LLC. 555 Theodore Fremd Avenue, Rye, New York, NY 10580. Mutual Fund/ETF wholesaling. Vice President Sales Director. Investment Related. 320 hours per month. All securities activity is through FNEX Capital, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John V Coyle JR.'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

March 13, 2025 - Present

NEW AGE ALPHA

RIA

CRD#: 299011

Norwell, MA

Current

February 5, 2025 - Present

FNEX CAPITAL, LLC

Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204

CRD#: 166316

Indianapolis, IN

Past

April 19, 2023 - January 15, 2025

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEEDHAM, MA

Past

April 12, 2023 - January 15, 2025

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEEDHAM, MA

Past

June 19, 2020 - January 27, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEW YORK, NY

Past

March 31, 2015 - January 27, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

March 2, 1998 - March 31, 2015

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

December 19, 1992 - April 15, 1997

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

January 11, 1991 - October 29, 1992

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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".

NEW AGE ALPHA

ALPHA BUILDING BLOCKS ADVISORS, LLC | URS ADVISORS, LLC | NEW AGE ALPHA ADVISORS, LLC | NEW AGE ALPHA | NAA

CRD#: 299011 / SEC#: 801-116789

RIA

Registered Investment Advisory firm - (6/14/2019 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.

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

Massachusetts
(2/5/2025)

IAR

Massachusetts
(3/13/2025)

New Hampshire
(2/5/2025)

IAR

New York
(4/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/18/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/5/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/12/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/10/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

NEW AGE ALPHA

ALPHA BUILDING BLOCKS ADVISORS, LLC | URS ADVISORS, LLC | NEW AGE ALPHA ADVISORS, LLC | NEW AGE ALPHA | NAA

CRD#: 299011 / SEC#: 801-116789

RIA

Registered Investment Advisory firm - (6/14/2019 Approved)

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Contact information

Main Address

555 Theodore Fremd Avenue Suite A-101, Rye, NY 10580

Mailing Address

Phone number

(212) 922-2699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEW AGE ALPHA ADVISORS, LLC - FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 2,619,568,656

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.

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John V. Coyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John V Coyle JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FNEX CAPITAL, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

AMUNDI DISTRIBUTOR US, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

NEW AGE ALPHA

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2020

Series 63

Date: 12/5/1990

Series 6TO

Date: 4/12/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/16/1996

Series 6

Date: 1/10/1991

FINRA

Current Firm

NEW AGE ALPHA

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW AGE ALPHA

TRUST BUT VERIFY

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