Matthew Devine, financial advisor New York NY

Matthew Devine

CRD Number: 6211394
Current Firm: Bbr Partners, LLC

Matthew Devine (CRD# 6211394) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bbr Partners New York, NY May 2021 - Current < 1
Neville, Rodie & Shaw, Inc. New York, NY Dec 2019 - May 2021 1
Neville, Rodie & Shaw, Inc. New York, NY Jul 2015 - Dec 2019 4
Unemployed Worchester, MA May 2015 - Jul 2015 < 1
College Of Holy Cross Worchester, MA Aug 2011 - May 2015 3

Matthew Devine has no recent exams reported.
Contact Info for Matthew P. Devine
Phone Number: 212-313-9870
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    20,708
    MILLIONS
  • Total Number of Accounts
    3,700
    ACCOUNTS
  • Average Account Value
    $5,596,730
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT, WA, WY

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