Matthew DevineCRD 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|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|
Total Assets Under Management20,708MILLIONS
Total Number of Accounts3,700ACCOUNTS
Average Account Value$5,596,730
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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