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Brendan L Hyde

Investment adviser representative at Compass Advisors
11 yearsExperience
1 stateRegistered in
$767.5MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. CaptrustSep 2026 to now
  2. Compass AdvisorsOct 2021 to now
  3. Compass Advisors Group LLC dba Compass AdvisorsJun 2020 to Sep 2026
  4. Transamerica Retirement SolutionsMar 2015 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2007
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Compass Advisors

Legal name: Compass Advisory Group LLC

$767.5MAssets managed
528Clients
5Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4940858
Firm CRD
288256
Advisor's SEC record (opens in a new tab)
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