Procyon Advisors, LLC
Procyon Advisors, LLC (CRD# 288239) is a financial advisory firm headquartered in Shelton, CT. They manage $4,940,000,000 in 3,330 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management4,940MILLION
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Total Number of Accounts3,330ACCOUNTS
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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
Robert Alimena (CRD# 4935476) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has over 18 years of experience in the finance industry. Robert Alimena 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.
Richard Appaluccio (CRD# 2246542) is an Investment Advisor Representative working at Procyon Advisors, LLC in Little Falls, NJ and has over 19 years of experience in the finance industry.
Terry Crawford (CRD# 6457662) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 6 years of experience in the finance industry.
Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 31 years of experience in the finance industry.
James Diver (CRD# 6621473) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 9 years of experience in the finance industry. James Diver 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.
Jeffrey Farrar (CRD# 3062322) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 24 years of experience in the finance industry. Jeffrey Farrar 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.
Phil Fiore (CRD# 2547584) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 28 years of experience in the finance industry.
Christopher Foster (CRD# 5574029) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 14 years of experience in the finance industry.
Thomas Gahan (CRD# 1842818) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 31 years of experience in the finance industry.
Louis Gloria (CRD# 4414579) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 22 years of experience in the finance industry.