Thomas Patrick Devine
Investment adviser representative at Cypress Financial Planning
10 yearsExperience
2 statesRegistered in
$490.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cypress Financial Planning, LLCMar 2024 to now
- Ally BankAug 2021 to Mar 2024
- UnemployedMar 2020 to Jul 2021
- Gnr GroupJan 2018 to Mar 2020
- UnemployedNov 2017 to Dec 2017
- Popsy Pop, LLCJul 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Cypress Financial Planning
Legal name: Cypress Financial Planning, LLC
$490.4MAssets managed
432Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7962455
- Firm CRD
- 151014