Unclaimed Profile

Wendy Carol Wildey

HYNES ADVISORY INC.·SAN DIEGO, California

Series 7, Series 63Clean record20 years registeredHYNES ADVISORY INC.

12555 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 2299819Firm CRD# 154890

Profile Verification

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

Identity

Wendy Carol Wildey · SAN DIEGO, CA

Registration

CRD #2299819 · HYNES ADVISORY INC. · 20 years registered

Brand Profile

Not yet started

Career History

ASPIRIANT, LLC

Aug 2024 – present

ASPIRIANT, LLC

Dec 2021 – Jan 2023

SAN DIEGO, CA

HEARTHSTONE | PRIVATE WEALTH MANAGEMENT

Nov 2010 – Dec 2021

SAN DIEGO, CA

BURNS ADVISORY GROUP

May 2006 – Dec 2010

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HYNES ADVISORY INC.

CRD 154890 · SEC 801-100424

AUM

$299M

Regulatory assets under management

Employees

581 client accounts

Services offered by HYNES ADVISORY INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HYNES ADVISORY INC. →

Introduction

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Frequently Asked Questions

What services does Wendy Carol Wildey offer?

Wendy Carol Wildey specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Wendy Carol Wildey's credentials?

Wendy Carol Wildey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Carol Wildey located?

Wendy Carol Wildey is based in SAN DIEGO, California, working with HYNES ADVISORY INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Wendy Carol Wildey charge for services?

Wendy Carol Wildey'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 HYNES ADVISORY INC.?

HYNES ADVISORY INC. has approximately 9 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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