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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, 65, and 66 licenses and has worked at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Outside of advising, he is involved in managing rental property. Compass Advisors is an SEC-registered firm managing approximately $767.5 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and uses a primarily long-term investment approach with diversified mutual funds and ETFs, while also incorporating individual securities and derivatives for tactical and tax purposes.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63, Series 66

Melville, NY

Compass Advisors

Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Lauren K

CFP®, Series 66

Melville, NY

Compass Advisors

Lauren King is a CFP® with 18 years of industry experience, currently serving as an advisor at Compass Advisors. She has held prior roles at CAPTrust, CapFinancial Securities LLC, Purshe Kaplan Sterling Investments, Inc., and LPL Financial. King is involved with The Financial Literacy Education Project, a nonprofit focused on teaching financial literacy to middle school-aged children and disadvantaged individuals. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, long-term portfolios using primarily low-cost mutual funds and ETFs, while also integrating individual securities and derivatives as needed.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Michael C

CFP®, Series 66

Melville, NY

Compass Advisors

Michael Cuneo is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He is currently with Compass Advisors and has prior experience at CAPTrust, Purshe Kaplan Sterling Investments, and LPL Financial. Outside of his advisory work, he is involved in managing a fixed insurance business and owns Kaboom Partners, LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing low-cost, diversified mutual funds and ETFs, with flexibility to incorporate individual securities and derivatives for tactical or tax-related strategies.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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