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John Patrick New

Tourmaline Partners, LLC

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About John Patrick New

John Patrick New is a financial advisor with over 25 years of experience in the industry. John is currently registered with Tourmaline Partners, LLC in Stamford, Connecticut. He is a Series 7, 24, 63 and SIE licensed professional with a Series 65 license. John has previously held positions at Access Securities, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Whale Securities Co., L.P., A. R. Baron & Co., Inc., and D. H. Blair & Co., Inc. John is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

John New is currently registered with Tourmaline Partners, LLC. Tourmaline Partners, LLC is a Limited Liability Company formed in June 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John New’s Registration & Firm History

CT

06/30/2023 - Present

Tourmaline Partners, LLC (STAMFORD CT)

CT

05/28/2008 - 09/30/2019

ACCESS SECURITIES, LLC (STAMFORD CT)

CT

04/02/2007 - 05/13/2008

MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)

CT

03/19/2004 - 04/02/2007

MORGAN STANLEY DW INC. (GREENWICH CT)

MO

08/04/2000 - 03/19/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

08/04/1994 - 08/07/2000

WHALE SECURITIES CO., L.P. (NEW YORK NY)

NY

02/21/1994 - 08/05/1994

A. R. BARON & CO., INC. (NEW YORK NY)

NY

02/08/1994 - 02/17/1994

D. H. BLAIR & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/27/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Patrick New. Review regulatory record here.
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