Procyon Private Wealth Partners, LLC

Procyon Private Wealth Partners, LLC (CRD# 288239) is a financial advisory firm headquartered in Shelton, CT. They manage $1,041,391,183 in 1,319 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,041
    MILLION
  • Total Number of Accounts
    1,319
    ACCOUNTS
  • Average Account Value
    $789,531
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, LA, MA, NJ, NY, TX, VA

Financial Advisors at Procyon Private Wealth Partners, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Richard J. Appaluccio
CRD#: 2246542
Little Falls, NJ

Richard Appaluccio (CRD# 2246542) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Little Falls, NJ and has over 17 years of experience in the finance industry.

2
Terry L. Crawford
CRD#: 6457662
4445 Corporation Lane, Suite 232, Virginia Beach, VA 23462

Terry Crawford (CRD# 6457662) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Virginia Beach, VA and has over 5 years of experience in the finance industry.

3
Michael J. Desmond
CRD#: 2155576
1 Corporate Drive, Suite 225, Shelton, CT 06484

Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 30 years of experience in the finance industry.

4
James P. Diver
CRD#: 6621473
534 Broadhollow Rd., Suite 300, Melville, NY 11747

James Diver (CRD# 6621473) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Melville, NY and has over 7 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.

5
Jeffrey H. Farrar
CRD#: 3062322
1 Corporate Drive, Suite 225, Shelton, CT 06484

Jeffrey Farrar (CRD# 3062322) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 22 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.

6
Phil G. Fiore
CRD#: 2547584
1 Corporate Drive, Suite 225, Shelton, CT 06484

Phil Fiore (CRD# 2547584) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 26 years of experience in the finance industry.

7
Christopher E. Foster
CRD#: 5574029
1 Corporate Drive, Suite 225, Shelton, CT 06484

Christopher Foster (CRD# 5574029) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 13 years of experience in the finance industry.

8
Thomas M. Gahan
CRD#: 1842818
1 Corporate Drive, Suite 225, Shelton, CT 06484

Thomas Gahan (CRD# 1842818) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 29 years of experience in the finance industry.

9
Louis Gloria
CRD#: 4414579
1 Corporate Drive, Suite 225, Shelton, CT 06484

Louis Gloria (CRD# 4414579) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 20 years of experience in the finance industry.

10
James P. Jeffery
CRD#: 502820
300 Park Avenue, 12th Floor, New York, NY 10022

James Jeffery (CRD# 502820) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in New York, NY and has over 42 years of experience in the finance industry.

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