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).

Current Firm Details
1 Corporate Drive, Suite 225, Shelton, CT 06484
https://www.facebook.com/procyonpartners/
By the Numbers
  • Total Assets Under Management
    6,279
    MILLION
  • Total Number of Accounts
    4,077
    ACCOUNTS
  • Average Account Value
    $1,540,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Procyon Advisors, LLC
Showing 31 - 37 of 37 top financial advisors.
31
Andrew J. Leung, financial advisor Shelton CT
Andrew J. J. Leung
CRD#: 3276688
1 Corporate Drive, Suite 225, Shelton, CT 06484

Andrew J. Leung (CRD# 3276688) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 24 years of experience in the finance industry.

32
John Marchisotta, financial advisor Melville NY
John Marchisotta
CRD#: 2805490
534 Broadhollow Rd, Suite 300, Melville, NY 11747

John Marchisotta (CRD# 2805490) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has over 27 years of experience in the finance industry.

33
Jake McCarthy, financial advisor Shelton CT
Jake R. McCarthy
CRD#: 7238338
1 Corporate Drive, Suite 225, Shelton, CT 06484

Jake McCarthy (CRD# 7238338) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 3 years of experience in the finance industry.

34
Marissa Schneider, financial advisor Shelton CT
Marissa L. Schneider
CRD#: 7257325
1 Corporate Drive, Suite 225, Shelton, CT 06484

Marissa Schneider (CRD# 7257325) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has 1 year of experience in the finance industry.

35
Jack Silverman, financial advisor Melville NY
Jack R. Silverman
CRD#: 7225082
225 Broadhollow Rd, Suite 400e, Melville, NY 11747

Jack Silverman (CRD# 7225082) is an Investment Advisor Representative working at Procyon Advisors, LLC in Melville, NY and has 1 year of experience in the finance industry.

36
Christopher Sneed, financial advisor Shelton CT
Christopher M. Sneed
CRD#: 7250271
1 Corporate Drive, Suite 225, Shelton, CT 06484

Christopher Sneed (CRD# 7250271) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 3 years of experience in the finance industry.

37
John Vissicchio, financial advisor Shelton CT
John A. Vissicchio
CRD#: 5120218
1 Corporate Drive, Suite 225, Shelton, CT 06484

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.

PREV ... 1 2 3 4

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals