Compass Advisors

Compass Advisors (CRD# 288256) is a financial advisory firm headquartered in Melville, NY. They manage $516,526,119 in 1,014 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
155 Pinelawn Road, Suite 210 N, Melville, NY 11747
https://www.compassadvisors.com
By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $509,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, TX

Financial Advisors at Compass Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey Burke, financial advisor Melville NY
Jeffrey R. Burke
CRD#: 4849507
155 Pinelawn Road, Suite 210 N, Melville, NY 11747

Jeffrey Burke (CRD# 4849507) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 18 years of experience in the finance industry.

2
Michael Cuneo, financial advisor Melville NY
Michael A. Cuneo
CRD#: 4634237
155 Pinelawn Road, Suite 210 N, Melville, NY 11747

Michael Cuneo (CRD# 4634237) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 20 years of experience in the finance industry.

3
Lauren King, financial advisor Melville NY
Lauren M. King
CRD#: 4629988
155 Pinelawn Road, Suite 210 N, Melville, NY 11747

Lauren King (CRD# 4629988) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 13 years of experience in the finance industry.

4
Brendan Hyde, financial advisor Melville NY
Brendan L. Hyde
CRD#: 4940858
155 Pinelawn Road, Suite 210 N, Melville, NY 11747

Brendan Hyde (CRD# 4940858) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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