Brendan Hyde is a registered investment advisor at Compass Advisors, based in Melville, NY, with 18 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 528 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Advisors manages investments for a fee based on the value of your portfolio. The annual fee can be up to 2.00% of the portfolio value, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.
Location
155 Pinelawn Road, Suite 210 N, Melville, NY, 11747
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Regulatory History
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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Brendan owns rental property in Clinton, MA since 2018. He spends minimal time on this activity.
Employment History
Current Registrations
Compass Advisors
Previous Registrations
Transamerica Investors Securities CorporationBroker
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Signator Investors, INC.Broker
State Registrations1 state
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.