TS
CFP · ChFC
TS
CFP · ChFC

Todd Stankiewicz

20 Years of Experience
Harrison, NY
1 Disclosure

Todd Stankiewicz is a CFP, ChFC-designated registered investment advisor at Sykon Capital LLC, based in Harrison, NY, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 704 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
704 clients
Average Client Portfolio
$469K average
Assets Under Management
$330.4M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Annual fee ranges up to 1.60%. Fees can be structured as a fixed percentage or a flat fee schedule. An inflation adjustment of 4% will be added to the agreed-upon fee each year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 Mamaroneck Ave, Suite 435, Harrison, NY, 10528

Get directions

History

Regulatory History (1)
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Customer Dispute
November 2014
Denied
Other Business Activities

Todd is the owner of Sykon Asset Management DBA Sykon Funds, a registered entity running parallel with Sykon Capital, since April 2025. He dedicates about 10-20% of his time to running the day-to-day operations of the company during trading hours.

Employment History
Current Registrations
Sykon Capital LLC
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - June 2023 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - June 2023 · 9 yrs 9 mos
UBS Financial Services INC.Broker
January 2008 - October 2013 · 5 yrs 9 mos
UBS Financial Services INC.
January 2008 - October 2013 · 5 yrs 9 mos
Citigroup Global Markets INC.
December 2005 - January 2008 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2005 - January 2008 · 2 yrs 1 mo
Belle Haven Investments, L.P.
August 2005 - December 2005 · 4 mos
Belle Haven Investments, L.P.Broker
April 2005 - December 2005 · 8 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.