Todd Hynes
Todd Hynes is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Port Jefferson, NY, with 39 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
414 Main Street, Suite 302, Port Jefferson, NY, 11777
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Todd works full-time as a financial advisor for Coastline Wealth Management and Kestra Advisory Services, providing investment advice and managing client accounts. He also serves as President of LETIP of Smithtown, a networking organization, dedicating a few hours per week to running meetings and growing membership.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Securities America, INC.Broker
MML Investors Services, INC.Broker
Oppenheimer & CO. INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.