Ryan Kristie (CRD# 7688160) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year 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 | Shelton, CT | Sep 2022 - Current | 1 |
Lockheed Martin Corporation | Stratford, CT | Jun 2020 - Aug 2022 | 2 |
Marist College | Poughkeepsie, NY | Aug 2017 - May 2021 | 3 |
Marist College | New York, NY | Sep 2017 - Dec 2020 | 3 |
Monroe Rent-all | Monroe, CT | Jun 2018 - Aug 2019 | 1 |
Insports | Trumbull, CT | Mar 2016 - Aug 2017 | 1 |
Secondary School | Monroe, CT | Jan 2013 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- 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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