Procyon Partners, LLC
1 Corporate Drive
Suite 225
Shelton, CT 06484
4756002501
About Procyon Partners, LLC
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.
As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
50-99
Firm CRD#
288239
Years of Experience in Financial Services
15
Number of Years with Current Firm
7
Work Experience
Procyon Partners garnered extensive experience in a variety of areas within the realm of financial planning and wealth management. We have assisted numerous clients in crafting comprehensive investment strategies tailored to their unique goals and risk tolerances. This involved conducting thorough financial assessments, analyzing market trends, and recommending suitable investment vehicles such as stocks, bonds, mutual funds, and ETFs. Additionally, we have provided guidance on retirement planning, helping individuals and families prepare for a secure and comfortable retirement through strategies such as 401(k) rollovers, IRA contributions, and many other investments. Procyon's 20 advisors always act in a fiduciary capacity with our clients, providing comprehensive wealth management strategies to ensure our clients achieve exceptional outcomes.
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability
Firm Information
Assets Managed by Firm
$7,000,000,000
Assets Managed by Advisor
$7,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892278/rothira-Procyon-Partners,-LLC-detailed-disclosure.html