Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 32 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Procyon Advisors, LLC | Melville, NY | May 2021 - Current | 2 |
| Pivotal Planning Group, LLC | Jericho, NY | Jan 2016 - May 2021 | 5 |
| Raymond James Financial Services,inc | New York, NY | Apr 2015 - Jan 2016 | < 1 |
| Raymond James Financial Services Advisors Inc. | Patchogue, NY | Apr 2015 - Jan 2016 | < 1 |
| Unfcu | Patchogue, NY | Mar 2015 - Jan 2016 | < 1 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Sep 2014 - Apr 2015 | < 1 |
| Lpl Financial LLC | New York, NY | Apr 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- NY
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Total Assets Under Management6,279MILLIONS
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Total Number of Accounts4,077ACCOUNTS
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Average Account Value$1,540,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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