Harold
Kirkpatrick
Procyon Advisors, LLC
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About this Advisor
Harold Kirkpatrick is a financial advisor based in Shelton, Connecticut, working with Procyon Advisors, LLC. Harold has previously held positions at Pruco Securities, LLC, The Prudential Insurance Company Of America, Massachusetts Golf Association, Bentley University, M Holdings Securities, Inc, Pinnacle Financial Group, Purshe Kaplan Sterling Investments, Facet, Connectus Wealth Advisors, Procyon Advisors, LLC, Glg Consulting, and Fruitful Inc. Harold has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Massachusetts. Currently, Harold 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
Harold Kirkpatrick Work History
Procyon Advisors, LLC
Connectus Wealth Advisors
Glg Consulting
Fruitful Inc
Purshe Kaplan Sterling Investments
Facet
M Holdings Securities, Inc
Pinnacle Financial Group
Pruco Securities, LLC
The Prudential Insurance Company Of America
Massachusetts Golf Association
Bentley University
Disclosures
Please visit the SEC profile of Harold Kirkpatrick 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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