John Vissicchio (CRD# 5120218) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry. John Vissicchio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Wantagh, NY | Jan 2021 - Current | 3 |
| Richards, Vissicchio, & Poliseno Cpas Pllc | Jericho, NY | Jan 2008 - Current | 16 |
- 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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