Jake
Mccarthy
Procyon Advisors, LLC
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About this Advisor
Jake Mccarthy is a financial advisor who works in Shelton, Connecticut with a total of 2 years of relevant experience. Mccarthy is currently employed by Procyon Advisors, LLC. Throughout their career, Mccarthy has worked at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Barnum Financial Group, Oasis/Barnum Financial Group, Qunnipiac University, Procyon Private Wealth Partners, LLC and Lakeland High School. Mccarthy maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Procyon Advisors, LLC is an advisory firm that has its headquarters in Shelton, CT. The company has offices in six locations and a total of 37 people on staff. It manages $5 billion in assets between its 3,330 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 3,330 customer accounts, 25% are associated with high-net-worth investors who have at least $1 million in investable assets. The business has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Procyon Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Procyon Advisors, LLC Brokerage Details
$4,940,000,000
37
3,330
$1,483,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jake Mccarthy Work History
Jake has been registered as a financial advisor for 2 years.*
Procyon Private Wealth Partners, LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Oasis/Barnum Financial Group
Oasis/Barnum Financial Group
Barnum Financial Group
Qunnipiac University
Lakeland High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Mccarthy 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
Shelton, CT
Melville, NY
Little Falls, NJ
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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