Todd A. Stankiewicz

SYKON CAPITAL LLC | Senior Financial Advisor

HARRISON, NY 10528

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CRD#: 4936190

Professional summary

Todd Andrew Stankiewicz, CFP®, ChFC® is a registered financial advisor currently at SYKON CAPITAL LLC located in Harrison, New York.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Todd has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

What is your minimum asset requirement?

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.

1. SYKON ASSET MANAGEMENT DBA SYKON FUNDS; INVESTMENT RELATED; DELAWARE; REGISTERED ENTITY THAT WILL RUN PARALLEL WITH SYKON CAPITAL; OWNER; 4/1/2025; 20 HOURS PER MONTH DURING TRADING HOURS; RUNNING DAY TO DAY OPERATION OF THE COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Andrew Stankiewicz's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2018

ChFC^®

Chartered Financial Consultant

Experience

Current

June 2, 2023 - Present

SYKON CAPITAL LLC

Office #1: 500 Mamaroneck Ave Suite 435, Harrison, NY 10528

RIA

CRD#: 326728

HARRISON, NY

Past

September 27, 2013 - June 5, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

September 27, 2013 - June 5, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 11, 2008 - October 7, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

STAMFORD, CT

Past

January 11, 2008 - October 7, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

STAMFORD, CT

Past

December 12, 2005 - January 24, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STAMFORD, CT

Past

December 12, 2005 - January 24, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

STAMFORD, CT

Past

August 1, 2005 - December 7, 2005

BELLE HAVEN INVESTMENTS, L.P.

RIA

CRD#: 29278

GREENWICH, CT

Past

April 27, 2005 - December 7, 2005

BELLE HAVEN INVESTMENTS, L.P.

CRD#: 29278

RYE BROOK, NY

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".

SYKON CAPITAL LLC

CRD#: 326728 / SEC#: 801-128087

RIA

Registered Investment Advisory firm - (5/26/2023 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.

Highlighted states indicate IAR registrations

IAR

New York
(6/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/11/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/30/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/26/2005

General Securities Representative Examination

Current Firm

SYKON CAPITAL LLC

CRD#: 326728 / SEC#: 801-128087

RIA

Registered Investment Advisory firm - (5/26/2023 Approved)

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Contact information

Main Address

500 Mamaroneck Ave Suite 435, Harrison, NY 10528

Mailing Address

Phone number

(914) 898-3694

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (10/29/2025)

Regulatory assets under management

Total Number of Accounts	707
AUM (Assets Under Management)	$ 330,448,939

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Todd A. Stankiewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Andrew Stankiewicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BELLE HAVEN INVESTMENTS, L.P.

BELLE HAVEN INVESTMENTS, L.P.

Primary Firm SEC Registration

SYKON CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2005

Series 63

Date: 5/12/2005

SIE

Date: 10/1/2018

Series 3

Date: 9/30/2006

Series 7

Date: 4/26/2005

Current Firm

SYKON CAPITAL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYKON CAPITAL LLC

TRUST BUT VERIFY

Contact information

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