Michael De Quevedo has been an investment adviser representative at Almanack Investment Partners since July 2021, and is not listed among the firm’s executive officers or direct owners. Michael De Quevedo holds a BS in Business Administration, Finance from Wilkes University.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Michael DeQuevedo is Senior Advisor of Almanack Investment Partners. He has provided investment advisory and retirement planning services to clients for the past 30 years, having worked for national investment institutions as well as regional investment firms and banks. At Almanack he combines the investment team's portfolio management with his planning and advisory experience, and works with CPAs and estate planning attorneys to coordinate clients' goals.
Michael De Quevedo’s longest registration was 5 years at BFC Planning, Inc. (2016–2021). Before joining Almanack Investment Partners in 2021, Michael De Quevedo was registered through BFC Planning, Inc. and Traynor Capital Management.
- Almanack Investment PartnersCurrent– present · 5 yearsNewtown Square, PA · Adviser representative · Firm CRD 282428
- BFC Planning, Inc.– · 5 yearsWest Conshohocken, PA · Adviser representative · Firm CRD 119682
- Traynor Capital Management– · 2 yearsErdenheim, PA · Adviser representative · Firm CRD 138881
- Morgan Stanley– · 4 yearsDoylestown, PA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearNewtown, PA · Adviser representative · Firm CRD 7059
- PNC Investments– · 3 yearsDoylestown, PA · Adviser representative · Firm CRD 129052
- Hilliard Lyons Asset Management– · under a yearDoylestown, PA · Adviser representative · Firm CRD 453
Investment adviser representative registrations
Michael De Quevedo is registered as an investment adviser representative in Pennsylvania, since July 2021.
- PennsylvaniaSince 15 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1991 |
| Series 7 | General Securities Representative Examination | 14 May 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael N De Quevedo
- CRD
- 2134497
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 3803 WEST CHESTER PIKE, SUITE 110, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Michael De Quevedo work?
Michael De Quevedo is an investment adviser representative registered through Almanack Investment Partners, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael De Quevedo a financial advisor?
Yes. Michael De Quevedo has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since July 2021.
How many years of experience does Michael De Quevedo have?
Michael De Quevedo has 22 years in the financial industry, since March 2004, across 7 adviser firms.
What exams has Michael De Quevedo passed?
Michael De Quevedo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1991.
Where did Michael De Quevedo work before Almanack Investment Partners?
Before Almanack Investment Partners, Michael De Quevedo was registered through Traynor Capital Management, July 2013 to March 2016; Morgan Stanley, June 2009 to July 2013; Citigroup Global Markets Inc., April 2008 to June 2009; PNC Investments, January 2004 to July 2007; Hilliard Lyons Asset Management, June 2003 to January 2004.
Where is Michael De Quevedo based?
Michael De Quevedo’s registered office is in Newtown Square, PA.
Is Michael De Quevedo registered with FINRA?
No. Michael De Quevedo has no current broker registration.
How can I verify Michael De Quevedo’s record?
Search CRD 2134497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael De Quevedo’s full registration record.
