Financial ADVSR advisor directory · SEC adviser records
Procyon financial advisors in New York
Every SEC-registered investment adviser representative at a Procyon office in New York, by city and A to Z.
6 registered advisors work at Procyon in New York, out of 45 nationwide; it's the firm's number 2 state by advisors, and the most are in Melville (3). 2 list the CFP designation and 0 are also registered broker representatives.
Procyon advisors by city in New York
Every firm in New York →Procyon advisors in New York, A to Z
Search by name →- Robert S. AlimenaMelville · Certified Financial Planner
- John N. Fenrich IIIMelville
- Thomas M. GahanSaint James
- Katherine M. GallagherNew York
- John Marchisotta Jr.Melville · Certified Financial Planner
- Marissa L. SchneiderNew York
Procyon advisors in every state →Procyon: assets, clients and custodians →Procyon news and advisor moves →Advisor Moves: who changed firms this week →
Procyon in other states
Questions
How many Procyon financial advisors are in New York?
6 investment adviser representatives are registered at Procyon offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 45 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Procyon have the most advisors?
Melville, with 3, then New York (2). Procyon has advisors in 3 cities in New York.
How do I check a Procyon advisor in New York?
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.