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Harrison, NY Office

Team
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Sykon Capital LLC logo

Sykon Capital LLC

Team

Firm-wide stats for Sykon Capital LLC

Total advisors

5

Across 3 offices

Clients per advisor

129 Very High

Avg AUM per client

$512,355 Low

HNW client ratio

60% Very High

About

Sykon Capital serves individual investors (including high-net-worth clients) and a range of institutional clients, providing discretionary and non‑discretionary investment management, financial planning, retirement plan fiduciary and non‑fiduciary services, and consulting/ assets‑under‑advice. The firm manages approximately $350 million in regulatory assets under management and also works with held‑away retirement accounts through third‑party platforms to incorporate employer‑sponsored plan assets into client advice.

The firm’s investment process blends quantitative optimization, relative strength and trend‑based techniques with fundamental and technical analysis, using both strategic and tactical asset allocation and occasional value and defensive positioning. Sykon Capital may recommend alternative investments and uses options and other derivatives within separately managed accounts (including covered calls, spreads and straddles) as part of hedging and yield strategies, and performs periodic rebalancing and reviews tied to client objectives.

Compared with many peers, Sykon Capital offers subscription‑based research and newsletters for which it may charge separate fees and discloses those services explicitly in its brochure; it also serves insurance company clients and provides plan committee and participant education and workshops for retirement sponsors. The firm highlights its use of third‑party technology (Advyzon for reporting and a platform such as Pontera for held‑away plan linking) and includes an explicit discussion of credential‑sharing and cybersecurity limitations tied to that held‑away functionality.

Based on Sykon Capital LLC

Expertise

Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Real estate investing

Based on Sykon Capital LLC

Location

500 Mamaroneck Ave, Suite 435

Harrison NY 10528

Advisors at this office

3

Advisors at this office

user avatar

Todd S

CFP®, ChFC®, Series 63, Series 65

Harrison, NY

Sykon Capital LLC

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Nicholas S

Series 63, Series 65

Harrison, NY

Sykon Capital LLC

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual investors, including high-net-worth clients, and institutional clients by offering investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative optimization, relative strength and trend-based techniques, and fundamental and technical analysis, managing approximately $350 million in regulatory assets under management.

Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Joseph C

Series 63, Series 66

Harrison, NY

Sykon Capital LLC

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Sykon Capital serves individual and institutional clients by offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm integrates quantitative and qualitative investment techniques and employs a range of strategies, including alternative investments and derivatives, to align with client objectives.

Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Real estate investing
View complete list of advisors at this office
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