Advisors at this firm
Brendan H
Series 63, Series 65, Series 66
Melville, NY
Compass Advisors
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.
Jeffrey B
CFP®, Series 63, Series 66
Melville, NY
Compass Advisors
Jeffrey Burke is a CFP® professional at Compass Advisors with six years of industry experience. Prior to joining Compass Advisors in 2019, he worked at Blank Equity Management, LLC and Long Island Wealth Management, Inc. Outside of his advisory role, he serves as Treasurer and Trustee of the Deer Pen Homeowners Association and owns The SUMP LLC. 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, diversified investment approach that includes the use of options within managed accounts.
Lauren K
CFP®, Series 66
Melville, NY
Compass Advisors
Lauren King is a CFP® professional with 17 years of industry experience, currently serving as an investment advisor representative at Compass Advisors and as a registered representative with Purshe Kaplan Sterling Investments, Inc. She has worked at Compass Advisors and Purshe Kaplan Sterling since 2017 and previously at LPL Financial from 2010 to 2017. Outside of her advisory roles, King teaches financial literacy to middle school students and disadvantaged individuals through a nonprofit organization. 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’s investment process blends fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and options to meet client needs.
Michael C
CFP®, Series 66
Melville, NY
Compass Advisors
Michael Cuneo is a CFP® with 22 years of industry experience, currently serving as an advisor at Compass Advisors in Melville, NY. He has worked with Purshe Kaplan Sterling Investments since 2017 and was previously with LPL Financial from 2013 to 2017. Outside of his advisory role, he is a managing partner in a fixed insurance business. 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 combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds, ETFs, and select individual securities, including options strategies that are relatively uncommon among peers.