TH
Todd A. Hynes
KESTRA ADVISORY SERVICES
Port Jefferson, NY 11777
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CRD#: 1506034
TH
Professional summary
Todd Allen Hynes, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Todd has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Coastline Wealth Management Investment Related: Yes Address: 414 Main Street Ste. 302 Pt. Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 6/1/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Manage Client accounts and perform sales, investment recommendations Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, CFP Start Date: 6/1/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide Financial Planning and investment Expertise Name: LETIP OF SMITHTOWN POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: LeTip International, 1826 W Broadway Rd. Ste. 20, Mesa AZ 85202, United States DESCRIPTION: I'm responsible for running weekly breakfast meetings, grow the membership and encourage members to "tip" or refer opportunities to other members. Name: ANSCHOR & CONNECTIONS POSITION: Owner/President NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2025 ADDRESS: 43 Joyce Lane, Woodbury NY 11797, United States DESCRIPTION: My primary responsibilities will be working with business owners and their key employees to review/install processes and procedures to help run their business more efficiently and profitably. We will also help to develop the leaders of the firm through Emotional Intelligence and working closely with them. NAME: THE ART OF EI LLC POSITION: Owner/President NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2025 ADDRESS: 43 Joyce Lane, Woodbury NY 11797, United States DESCRIPTION: My primary responsibilities will be working with business owners and their key employees to review/install processes and procedures to help run their business more efficiently and profitably. We will also help to develop the leaders of the firm through Emotional Intelligence and working closely with them.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Allen Hynes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
June 7, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 414 Main Street Suite 101, Port Jefferson, NY 11777RIA
CRD#: 283330
Port Jefferson, NY
Current
June 1, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777BD
CRD#: 42046
Port Jefferson, NY
Past
March 6, 2012 - June 10, 2016
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
UNIONDALE, NY
Past
June 1, 2009 - March 2, 2012
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GARDEN CITY, NY
Past
February 14, 2004 - June 22, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
GARDEN CITY, NY
Past
August 2, 2000 - February 9, 2004
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
September 24, 1986 - October 23, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 24, 1986 - October 25, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/1/2016)
RR
California(6/1/2016)
RR
Connecticut(6/1/2016)
RR
Florida(6/1/2016)
RR
Maryland(6/1/2016)
RR
Massachusetts(8/21/2017)
RR
New Jersey(6/1/2016)
RR
New Mexico(6/29/2021)
RR
New York(6/1/2016)
IAR
New York(6/7/2021)
RR
North Carolina(3/14/2018)
RR
Ohio(6/1/2022)
RR
Pennsylvania(6/1/2016)
RR
Virginia(6/1/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Port Jefferson, NY 11777TRUST BUT VERIFY
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