Daniel
Limmer
Procyon Advisors, LLC
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About this Advisor
Daniel Limmer is a financial advisor based in Shelton, Connecticut, working with Procyon Advisors, LLC. Daniel has previously held positions at Innovative Planning Services, American Portfolios Financial Services, Inc, Procyon Advisors, LLC, Procyon Institutional Partners, LLC, and Purshe Kaplan Sterling Investments, Inc. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Florida and New York. Currently, Daniel 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
Daniel Limmer Work History
Procyon Advisors, LLC
Procyon Institutional Partners, LLC
Purshe Kaplan Sterling Investments, Inc
American Portfolios Financial Services, Inc
Innovative Planning Services
Disclosures
Please visit the SEC profile of Daniel Limmer 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
Shelton, CT
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
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