John S. Payne

BIRCHCREEK WEALTH MANAGEMENT

Miami Township, OH 45342

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CRD#: 6112347

Professional summary

John S Payne, who also goes by John Sayre Payne, is a registered financial advisor currently at BIRCHCREEK WEALTH MANAGEMENT, LLC located in Miami Township, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Sayre Payne

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 S Payne'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

February 8, 2023 - Present

BIRCHCREEK WEALTH MANAGEMENT, LLC

Office #1: 2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342

RIA

CRD#: 304207

Miami Township, OH

Past

November 16, 2012 - May 9, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMISBURG, OH

Past

October 18, 2012 - May 9, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMISBURG, OH

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".

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207 / SEC#: 801-116914

RIA

Registered Investment Advisory firm - (7/3/2019 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/8/2023)

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: 1/27/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/15/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2012

General Securities Representative Examination

Current Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207 / SEC#: 801-116914

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342

Mailing Address

Phone number

(937) 567-0646

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCHCREEK WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2/26/2026)

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 300,102,308

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

John S. Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John S Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BIRCHCREEK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2023

Series 66

Date: 11/15/2012

SIE

Date: 5/9/2016

Series 7

Date: 10/17/2012

Current Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIRCHCREEK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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