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
James Jeffery (CRD# 502820) is an Investment Advisor Representative working at Procyon Advisors, LLC in New York, NY and has over 44 years of experience in the finance industry.
Michael Kelly (CRD# 4002296) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 24 years of experience in the finance industry.
Selena Kemp (CRD# 3008022) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 26 years of experience in the finance industry.
Amber Kendrick (CRD# 5400786) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 16 years of experience in the finance industry.
Daniel Limmer (CRD# 2325019) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 31 years of experience in the finance industry.
Francis McKiernan (CRD# 6321345) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 9 years of experience in the finance industry.
Zoltan Pongracz (CRD# 5982671) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 12 years of experience in the finance industry.
Mark Rich (CRD# 6560003) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 6 years of experience in the finance industry.
Antonio Rodrigues (CRD# 4376152) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 22 years of experience in the finance industry.
Jerry Sneed (CRD# 5654825) is an Investment Advisor Representative working at Procyon Advisors, LLC in New York, NY and has over 6 years of experience in the finance industry.