Amanda DiguiseppeCRD Number: 7124005
Current Firm: Procyon Advisors, LLC
Amanda Diguiseppe (CRD# 7124005) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Abbington Investment Group, LLC
|Procyon Advisors, LLC||Shelton, CT||Jun 2023 - Current||< 1|
|Baker Tilly Us, LLP||New York, NY||Jan 2021 - Jun 2023||2|
|Baker Tilly Capital, LLC||New York, NY||Jan 2021 - Jun 2023||2|
|Baker Tilly Wealth Management, LLC||New York, NY||Jan 2021 - Jun 2023||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||May 2019 - Jan 2021||1|
|Family And Children's Agency||Norwwalk, CT||May 2017 - May 2019||2|
|In Home Child Care||Glastonbury, CT||Mar 2017 - May 2017||< 1|
|In Home Childcare- Private Family||San Diego, CT||Jul 2014 - Mar 2017||2|
|Bridges Educaitonal Corportation||San Diego, CA||Sep 2013 - Jul 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2022|
Total Assets Under Management4,940MILLIONS
Total Number of Accounts3,330ACCOUNTS
Average Account Value$1,483,483
- 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, PA, SC, TN, TX, VA, WA
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