John M. Nevin

AYRSHIRE CAPITAL MANAGEMENT LLC

Westport, CT 06880

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CRD#: 4346245

Professional summary

John Merritt Nevin JR, who also goes by John Merritt Nevin, Sam Nevin, is a registered financial advisor currently at AYRSHIRE CAPITAL MANAGEMENT LLC located in Westport, Connecticut.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Merritt Nevin | Sam Nevin

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 Merritt Nevin 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

May 13, 2011 - Present

AYRSHIRE CAPITAL MANAGEMENT LLC

Office #1: 136 Main Street Suite 203, Westport, CT 06880

RIA

CRD#: 157883

Westport, CT

Past

October 6, 2010 - November 15, 2011

BOURGEON CAPITAL MANAGEMENT LLC

RIA

CRD#: 108054

DARIEN, CT

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".

AYRSHIRE CAPITAL MANAGEMENT LLC

CRD#: 157883 / SEC#: 801-114750

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Connecticut

Registered Investment Advisory firm - (5/13/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/2/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/2/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Connecticut
(5/13/2011)

IAR

Florida
(11/6/2018)

IAR

Massachusetts
(11/13/2018)

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: 10/5/2010

Uniform Investment Adviser Law Examination

Current Firm

AYRSHIRE CAPITAL MANAGEMENT LLC

CRD#: 157883 / SEC#: 801-114750

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Connecticut

Registered Investment Advisory firm - (5/13/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/2/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/2/2019 Terminated)

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Contact information

Main Address

136 Main Street Suite 203, Westport, CT 06880

Mailing Address

136 Main Street Suite 203, Westport, CT 06880

Phone number

(203) 349-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AYRSHIRE BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 282,353,767

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 M. Nevin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Merritt Nevin JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AYRSHIRE CAPITAL MANAGEMENT LLC

BOURGEON CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

AYRSHIRE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2010

Current Firm

AYRSHIRE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AYRSHIRE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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