Financial ADVSR advisor directory · SEC adviser records
Procyon financial advisors
Every SEC-registered investment adviser representative at Procyon, by the state and city of the office they work from.
The short answer
45 registered advisors work at Procyon, in 9 states and 14 cities; the most are in Shelton, CT (26). 14 list the CFP designation and 4 are also registered broker representatives.
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Cities with the most Procyon advisors
Shelton, CT 26Melville, 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
Procyon advisors by state
Questions
How many financial advisors does Procyon have?
45 investment adviser representatives are registered with Procyon, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 14 cities. 14 list the CFP designation and 4 are also registered as broker representatives.
Where does Procyon have the most advisors?
Shelton, CT, with 26 registered advisors, then Melville, NY (3). By state, Connecticut has the most, with 27.
How do I find a Procyon financial advisor near me?
Pick your state below, then your city, to see every Procyon advisor registered at an office there. Each one 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. An advisor registered at Procyon offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →