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Sylvia Hydrick

30 Years of Experience
San Antonio, TX
Broker

Sylvia Hydrick is a registered investment advisor at Rockefeller Capital Management, based in San Antonio, TX, with 30 years of industry experience. Sylvia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
944 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B

Fee Structure

Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.

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Location

1900 Broadway Street, Suite 660, San Antonio, TX, 78215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sylvia is a member of Danke Oma LLC, a family-held for-profit organization, since 2019. She spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Rockefeller Capital Management
March 2021 - Present · 5 yrs 2 mos
Rockefeller Financial LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1995 - March 2021 · 25 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1995 - March 2021 · 25 yrs 6 mos
State Registrations26 states
AKALARAZCACOFLIDILKYLAMDMIMONCNMOHOKORPASCSDTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.