Antonio Rodrigues (CRD# 4376152) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 22 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 Private Wealth Partners LLC | Shelton, CT | May 2018 - Current | 6 |
| People's United Advisors | Weathersfield, CT | Apr 2018 - May 2018 | < 1 |
| Olson Mobeck Investment Advisors | Weathersfield, CT | Jan 2007 - Mar 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- CT
-
Total Assets Under Management6,279MILLIONS
-
Total Number of Accounts4,077ACCOUNTS
-
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, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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