Amanda
Diguiseppe
Procyon Advisors, LLC
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About this Advisor
Amanda Diguiseppe is a financial advisor based in Shelton, Connecticut, working with Procyon Advisors, LLC. Amanda has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bridges Educational Corporation, In Home Childcare-Private Family, Family and Children's Agency, In Home Child Care, Baker Tilly US, LLP, Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Procyon Advisors, LLC. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Amanda is part of Procyon Advisors, LLC, which operates out of Shelton, Connecticut. The firm has 5 offices and 41 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Procyon Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Procyon Advisors, LLC Brokerage Details
$6,278,719,354
41
4,077
$1,540,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Amanda Diguiseppe Work History
Procyon Advisors, LLC
Baker Tilly Us, Llp
Baker Tilly Capital, LLC
Baker Tilly Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Family And Children'S Agency
In Home Child Care
In Home Childcare- Private Family
Bridges Educaitonal Corportation
Disclosures
Please visit the SEC profile of Amanda Diguiseppe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Procyon Advisors, LLC
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
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