Unclaimed Profile

Paul Joseph Hynes

ASPIRIANT, LLC·LOS ANGELES, California

Series 3, Series 7, Series 8, Series 63, Series 65Clean record29 years registeredASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 1314096Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Joseph Hynes · LOS ANGELES, CA

Registration

CRD #1314096 · ASPIRIANT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

ASPIRIANT, LLC

Dec 2021 – present

HEARTHSTONE | PRIVATE WEALTH MANAGEMENT

Nov 2010 – Dec 2021

SAN DIEGO, CA

BURNS ADVISORY GROUP

May 2006 – Dec 2010

SAN DIEGO, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – May 2006

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRIANT, LLC

CRD 146720 · SEC 801-68987

AUM

$14.8B

Regulatory assets under management

Employees

204

11,103 client accounts

Services offered by ASPIRIANT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRIANT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Joseph Hynes offer?

Paul Joseph Hynes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Paul Joseph Hynes's credentials?

Paul Joseph Hynes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Joseph Hynes located?

Paul Joseph Hynes is based in LOS ANGELES, California, working with ASPIRIANT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Paul Joseph Hynes charge for services?

Paul Joseph Hynes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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