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JC

John V. Coyle

Some features on this profile are disabled
CRD#: 2094684
JC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John V Coyle, who also goes by John V Coyle Jr., John VIncent Coyle Jr, John Vincent Coyle, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1991. John had 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"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 13, 2025 - February 12, 2026

NEW AGE ALPHA

RIA
CRD#: 299011
Norwell, MA
Past

February 5, 2025 - March 11, 2026

FNEX CAPITAL, LLC

BD
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

BD
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

BD
CRD#: 46173
NEW YORK, NY
Past

March 2, 1998 - March 31, 2015

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

December 19, 1992 - April 15, 1997

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

January 11, 1991 - October 29, 1992

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
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".
NA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/5/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/12/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/10/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NA
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)
PREMIUM
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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
42

SEC notice filing (5 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

NEW AGE ALPHA ADVISORS, LLC - FIRM BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 2,510,336,547

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

NEW AGE ALPHA

CRD#: 299011

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