Michael N. De Quevedo

ALMANACK INVESTMENT PARTNERS

Wayne, PA 19087

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CRD#: 2134497

Professional summary

Michael N De Quevedo, who also goes by Michael N Dequevedo, Michael Nestor Dequevedo, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael N Dequevedo | Michael Nestor Dequevedo

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.

1. Toz LLC-N-West Conshohocken, PA-Investing in a privately held small fiber optic company-Investor-5-0-Toz LLC is investing in Loop Internet, a privately held small fiber optic internet company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael N De Quevedo'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

July 15, 2021 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 656 E Swedesford Road Suite 301, Wayne, PA 19087

RIA

CRD#: 282428

Wayne, PA

Past

March 10, 2016 - July 19, 2021

BFC PLANNING, INC.

RIA

CRD#: 119682

West Conshohocken, PA

Past

July 5, 2013 - March 4, 2016

TRAYNOR CAPITAL MANAGEMENT

RIA

CRD#: 138881

ERDENHEIM, PA

Past

June 1, 2009 - July 23, 2013

MORGAN STANLEY

RIA

CRD#: 149777

DOYLESTOWN, PA

Past

June 1, 2009 - July 23, 2013

MORGAN STANLEY

CRD#: 149777

DOYLESTOWN, PA

Past

April 25, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEWTOWN, PA

Past

June 22, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEWTOWN, PA

Past

January 1, 2004 - July 5, 2007

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DOYLESTOWN, PA

Past

January 1, 2004 - July 5, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DOYLESTOWN, PA

Past

June 4, 2003 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

DOYLESTOWN, PA

Past

June 1, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

March 18, 1996 - June 1, 2002

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

August 21, 1992 - November 17, 1995

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

May 15, 1991 - August 27, 1992

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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".

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 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

Pennsylvania
(7/15/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/19/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/14/1991

General Securities Representative Examination

Current Firm

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 Approved)

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Contact information

Main Address

656 E Swedesford Road Suite 301, Wayne, PA 19087

Mailing Address

Phone number

(484) 580-2277

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts	1,481
AUM (Assets Under Management)	$ 773,350,051

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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Advisor Monitoring

Firm Stability Insights

Michael N. De Quevedo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael N De Quevedo's CRS (Customer Relationship Summary).

Certified licenses

Experience

BFC PLANNING, INC.

TRAYNOR CAPITAL MANAGEMENT

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

PNC BROKERAGE CORP

JANNEY MONTGOMERY SCOTT LLC

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

ALMANACK INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2002

Series 63

Date: 5/23/1991

Series 7

Date: 5/14/1991

Current Firm

ALMANACK INVESTMENT PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALMANACK INVESTMENT PARTNERS

TRUST BUT VERIFY

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