Thomas Patrick Devine

Employer firm

Cypress Financial Planning CRD 151014

$490M regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2017
  Popsy Pop, Llc
  Philadelphia, PA
• 11/2017 → 12/2017
  Unemployed
  West Deptford, NJ
• 01/2018 → 03/2020
  Gnr Group
  Philadelphia, PA
• 03/2020 → 07/2021
  Unemployed
  Philadelphia, PA
• 08/2021 → 03/2024
  Ally Bank
  Fort Washington, PA
• 03/2024 → Present
  Cypress Financial Planning, Llc
  Haddon Heights, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-31