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Timothy P. Coyne

COYNE CAPITAL MANAGEMENT
Westlake, OH 44145
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CRD#: 2247366
TC

Professional summary


Timothy Patrick Coyne is a registered financial advisor currently at COYNE CAPITAL MANAGEMENT, LLC located in Westlake, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Timothy has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Timothy Patrick Coyne's 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

February 10, 2010 - Present

COYNE CAPITAL MANAGEMENT, LLC

Office #1: 24600 Center Ridge Road, Ste. 220, Westlake, OH 44145
RIA
CRD#: 152814
Westlake, OH
Past

March 28, 1997 - June 20, 2000

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

September 2, 1992 - June 11, 1996

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

June 15, 1992 - September 9, 1992

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

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
Ohio
(2/10/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/9/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/16/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CC
COYNE CAPITAL MANAGEMENT, LLC
COYNE CAPITAL MANAGEMENT, LLC

CRD#: 152814 / SEC#:

Ohio
Registered Investment Advisory firm - (2/9/2010 Approved)
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Contact information


Main Address
24600 Center Ridge Road, Ste. 220, Westlake, OH 44145
Mailing Address
Phone number
(440) 360-7422
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts86
AUM (Assets Under Management)$ 69,218,120

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


COYNE CAPITAL MANAGEMENT, LLC

CRD#: 152814Westlake, OH 44145

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