Financial ADVSR advisor directory · SEC adviser records
Procyon financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Procyon office in Connecticut, by city and A to Z.
27 registered advisors work at Procyon in Connecticut, out of 45 nationwide; it's the firm's number 1 state by advisors, and the most are in Shelton (26). 9 list the CFP designation and 3 are also registered broker representatives.
Procyon advisors by city in Connecticut
Every firm in Connecticut →Procyon advisors in Connecticut, A to Z
Search by name →- Charles K. CaddickShelton · Chartered Financial Consultant
- Roger T. CiaccoShelton · Certified Financial Planner
- Matthew W. CorthellGlastonbury · Chartered Financial Analyst
- Terry L. CrawfordShelton · Certified Financial Planner
- Michael J. DesmondShelton
- Maria Dianne A. ErgasShelton · Certified Financial Planner
- John R. EstevesShelton
- Jeffrey H. FarrarShelton · Certified Financial Planner
- Phil G. Fiore Jr.Shelton
- Christopher E. FosterShelton
- Louis GloriaShelton
- Hasan A. HokeShelton · Certified Financial Planner, Chartered Financial Consultant
- Curtis O. IrbyShelton · Certified Financial Planner
- James P. JefferyShelton · Chartered Financial Analyst
- William R. Jones Jr.Shelton · Chartered Financial Consultant
- Amber N. KendrickShelton
- Jesse KopelakisShelton
- Ryan E. KristieShelton
- Daniel E. LagoreShelton
- Thomas S. LeffelShelton
- Daniel G. LimmerShelton · Certified Financial Planner
- Bevin K. NealonShelton · Certified Financial Planner
- Antonio B. RodriguesShelton
- Timothy F. TennerielloShelton
- Brian C. TurnerShelton
- Jesse M. VanvalinShelton
- John A. VissicchioShelton · Certified Financial Planner
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Questions
How many Procyon financial advisors are in Connecticut?
27 investment adviser representatives are registered at Procyon offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 45 at the firm nationwide. 9 list the CFP designation and 3 are also registered as broker representatives.
Where in Connecticut does Procyon have the most advisors?
Shelton, with 26, then Glastonbury (1). Procyon has advisors in 2 cities in Connecticut.
How do I check a Procyon advisor in Connecticut?
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.