John E. Coyne

ATEGENOS CAPITAL

BERWYN, PA 19312

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CRD#: 734992

Professional summary

John Edward Coyne III, who also goes by John E Coyne, is a registered financial advisor currently at ATEGENOS CAPITAL, LLC located in Berwyn, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John E Coyne

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.

Shareholder/Board Member, Spouting Rock Asset Management, an asset manager whose business is investment related. Started 8/2018. No time devoted to Spouting Rock Asset Management during trading hours. Occasionally participates in meetings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Coyne III'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

September 27, 2023 - Present

ATEGENOS CAPITAL, LLC

Office #1: 1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

RIA

CRD#: 326708

BERWYN, PA

Past

August 14, 2018 - July 18, 2023

SPOUTING ROCK ASSET MANAGEMENT, LLC

RIA

CRD#: 150516

BRYN MAWR, PA

Past

August 14, 2018 - December 23, 2021

SPOUTING ROCK CAPITAL ADVISORS, LLC

CRD#: 143180

Bryn Mawr, PA

Past

September 5, 1996 - January 2, 2018

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

August 30, 1995 - January 2, 2018

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

February 2, 1994 - August 17, 1995

CRESAP, INC.

CRD#: 25899

RADNOR, PA

Past

January 10, 1990 - December 6, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

November 3, 1987 - March 13, 1989

CIS INVESTMENT CORPORATION

CRD#: 16503

Past

May 26, 1987 - November 17, 1987

FIRST RADNOR EQUITIES, INC.

CRD#: 16235

Past

October 21, 1985 - September 19, 1986

VMS SECURITIES, INC.

CRD#: 14648

Past

July 20, 1981 - March 29, 1985

BUTCHER & SINGER INC.

CRD#: 6517

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".

ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 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
(9/27/2023)

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: 11/1/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/18/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/7/1986

General Securities Principal Examination

Current Firm

ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 Approved)

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Contact information

Main Address

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

Mailing Address

Phone number

+1 (800) 461-3205

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, SEPTEMBER 2025 (9/3/2025)

ATEGENOS BROCHURE - WRAP PROGRAM, SEPTEMBER 2025 (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,758
AUM (Assets Under Management)	$ 466,434,579

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 E. Coyne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Coyne III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPOUTING ROCK ASSET MANAGEMENT, LLC

SPOUTING ROCK CAPITAL ADVISORS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

CRESAP, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

CIS INVESTMENT CORPORATION

FIRST RADNOR EQUITIES, INC.

VMS SECURITIES, INC.

BUTCHER & SINGER INC.

Primary Firm SEC Registration

ATEGENOS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/1995

Series 63

Date: 8/18/1981

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1981

Series 24

Date: 5/7/1986

Current Firm

ATEGENOS CAPITAL, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATEGENOS CAPITAL, LLC

TRUST BUT VERIFY

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