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BH

Brendan L. Hyde

COMPASS ADVISORS
Melville, NY 11747
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CRD#: 4940858
BH

Professional summary


Brendan L Hyde, who also goes by Brendan Leo Hyde, is a registered financial advisor currently at COMPASS ADVISORS located in Melville, New York.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brendan has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brendan Leo Hyde

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. Rental property. 540 Main St, Clinton MA 01510. Owner/landlord. Start Jan 2018. 2 hrs/mth. Zero during sec trading hrs.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brendan L Hyde'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®
None

Experience


Current

October 14, 2021 - Present

COMPASS ADVISORS

Office #1: 155 Pinelawn Road Suite 210 N, Melville, NY 11747
RIA
CRD#: 288256
Melville, NY
Past

July 1, 2019 - June 11, 2020

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

January 4, 2017 - July 1, 2019

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

April 7, 2015 - January 4, 2017

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
NEW YORK, NY
Past

December 19, 2007 - March 30, 2015

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
PURCHASE, NY
Past

July 23, 2007 - March 30, 2015

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
PURCHASE, NY
Past

June 27, 2005 - July 31, 2006

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WELLESLEY, MA

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".
CA
COMPASS ADVISORS
COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA
Registered Investment Advisory firm - (4/14/2017 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
(10/14/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CA
COMPASS ADVISORS
COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)
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Contact information


Main Address
155 Pinelawn Road Suite 210 N, Melville, NY 11747
Mailing Address
Phone number
(516) 938-2400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPASS ADVISORS DISCLOSURE BROCHURE AND PRIVACY POLICY (3/3/2025)

Regulatory assets under management


Total Number of Accounts1,079
AUM (Assets Under Management)$ 644,083,351

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.

Company Information


COMPASS ADVISORS

CRD#: 288256Melville, NY 11747

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