Thomas Devine has been an investment adviser representative at Cypress Financial Planning since September 2024, and is not listed among the firm’s executive officers or direct owners.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
- Cypress Financial PlanningCurrent– present · 2 yearsHaddon Heights, NJ · Adviser representative · Firm CRD 151014
Investment adviser representative registrations
Thomas Devine is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- New JerseySince 3 September 2024
- TexasSince 2 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Thomas Patrick Devine
- CRD
- 7962455
- Firm
- Cypress Financial Planning · CRD 151014
- Office
- 400 WHITE HORSE PIKE, Haddon Heights, NJ 08035
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Devine work?
Thomas Devine is an investment adviser representative registered through Cypress Financial Planning, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Devine a financial advisor?
Yes. Thomas Devine has a current investment-adviser registration in New Jersey and Texas, through Cypress Financial Planning since September 2024.
How many years of experience does Thomas Devine have?
Thomas Devine has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Thomas Devine passed?
Thomas Devine passed the Series 65 in August 2024.
Where is Thomas Devine based?
Thomas Devine’s registered office is in Haddon Heights, NJ.
Is Thomas Devine registered with FINRA?
No. Thomas Devine has no current broker registration.
How can I verify Thomas Devine’s record?
Search CRD 7962455 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Devine’s full registration record.
