Financial ADVSR advisor directory · SEC adviser records
Procyon financial advisors in Shelton, CT
Every SEC-registered investment adviser representative at a Procyon office in Shelton, A to Z.
26 registered advisors work at Procyon in Shelton, out of 45 at the firm nationwide; it ranks number 3 in the city by advisors. 9 list the CFP designation and 3 are also registered broker representatives.
Procyon advisors in Shelton, A to Z
Every Procyon advisor →- Charles K. CaddickChartered Financial Consultant
- Roger T. CiaccoCertified Financial Planner
- Terry L. CrawfordCertified Financial Planner
- Michael J. DesmondInvestment adviser rep
- Maria Dianne A. ErgasCertified Financial Planner
- John R. EstevesInvestment adviser rep
- Jeffrey H. FarrarCertified Financial Planner
- Phil G. Fiore Jr.Investment adviser rep
- Christopher E. FosterAlso a broker rep
- Louis GloriaInvestment adviser rep
- Hasan A. HokeCertified Financial Planner, Chartered Financial Consultant
- Curtis O. IrbyCertified Financial Planner
- James P. JefferyChartered Financial Analyst
- William R. Jones Jr.Chartered Financial Consultant
- Amber N. KendrickInvestment adviser rep
- Jesse KopelakisInvestment adviser rep
- Ryan E. KristieInvestment adviser rep
- Daniel E. LagoreInvestment adviser rep
- Thomas S. LeffelAlso a broker rep
- Daniel G. LimmerCertified Financial Planner
- Bevin K. NealonCertified Financial Planner · Also a broker rep
- Antonio B. RodriguesInvestment adviser rep
- Timothy F. TennerielloInvestment adviser rep
- Brian C. TurnerInvestment adviser rep
- Jesse M. VanvalinInvestment adviser rep
- John A. VissicchioCertified Financial Planner
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Procyon advisors in other cities
Melville, NY 3Sparta, NJ 3Flint, MI 2New York, NY 2Atlanta, GA 1Fulton, MD 1Glastonbury, CT 1Holden, MA 1Little Falls, NJ 1Livonia, MI 1Mooresville, NC 1Saint James, NY 1Wellington, FL 1
Other firms in Shelton
All Shelton advisors →MML Investors Services, LLC 81LPL Enterprise, LLC 29Commonwealth Financial Network 17Innovative Asset Advisors Group 12Ameriprise Financial Services, LLC 8Investmark Advisory Group LLC 8LPL Financial LLC 7Stone Wall Money Management LLC 7Pentegra Investors, Inc. 6Centaurus Financial, Inc. 5Bridgelight Financial Advisors, Inc. 4Ganim Private Wealth 4
Questions
How many financial advisors does Procyon have in Shelton?
26 investment adviser representatives are registered at Procyon offices in Shelton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 45 nationwide. 9 list the CFP designation and 3 are also registered as broker representatives.
Is Procyon one of the largest advisor employers in Shelton?
Procyon ranks number 3 in Shelton by registered advisors; MML Investors Services, LLC has the most, with 81.
How do I check a Procyon advisor in Shelton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Procyon office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.