Brendan Hyde
Advisor at Compass Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Compass Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Melville, NY 11747
Credentials
Series 63, Series 65, Series 66
Industry experience
18 years
Brendan Hyde is a financial advisor at Compass Advisors with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Compass Advisors since 2020, previously working five years at Transamerica Retirement Solutions. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $644 million in client assets and employs a long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and options contracts.
Based on Compass Advisors
Based on Compass Advisors
$1,500 to $15,000 per engagement (financial planning services)
$0+: up to 2.00% annually (investment management services, negotiable, based on factors such as complexity, asset level, relationship) $0+: up to 1.00% annually (retirement plan advisory services, negotiable based on plan size and complexity)
Certain advisory persons receive commissions as registered representatives of a broker-dealer and from insurance sales, separate from advisory fees
$200 to $350 per hour (financial planning services)
Fee-only: Investment management fees, retirement plan advisory fees, financial planning fees (hourly or fixed)
155 Pinelawn Road, Suite 210 N
Melville, NY 11747
New York
Compass Advisors Group LLC DBA Compass Advisors
2020 - Present (6 years)
TRANSAMERICA Retirement Solutions
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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