Francis McKiernan (CRD# 6321345) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 9 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 | New York, NY | Jun 2023 - Current | < 1 |
Baker Tilly Wealth Management, LLC | New York, NY | Dec 2020 - Jun 2023 | 2 |
Baker Tilly Capital | New York, NY | Dec 2020 - Jun 2023 | 2 |
Baker Tilly Us, LLP | New York, NY | Dec 2020 - Jun 2023 | 2 |
Bank Of America, N.a. | Fairfield, CT | Apr 2018 - Dec 2020 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield, CT | Mar 2018 - Dec 2020 | 2 |
Morgan Stanley | New York, NY | Nov 2017 - Mar 2018 | < 1 |
Morgan Stanley | New York, NY | Nov 2015 - Nov 2017 | 2 |
Credit Suisse Securities (usa) LLC | New York, NY | Apr 2014 - Nov 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- NY
-
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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