Procyon Advisors, LLC
Procyon Advisors, LLC (CRD# 288239) is a financial advisory firm headquartered in Shelton, CT. They manage $6,278,719,354 in 4,077 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management6,279MILLION
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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
Brian Turner (CRD# 5453135) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 16 years of experience in the finance industry.
Cari Walling (CRD# 4044551) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has over 23 years of experience in the finance industry.
Caroline Wetzel (CRD# 6533740) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 8 years of experience in the finance industry.
Charles Caddick (CRD# 1062831) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 39 years of experience in the finance industry.
Roger Ciacco (CRD# 4685314) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.
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.
Jonathan Duggan (CRD# 7187767) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.
Michael Herbert (CRD# 7041595) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.
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.
Thomas Leffel (CRD# 1049612) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 6 years of experience in the finance industry.