Jeffrey
Farrar

Procyon Advisors, LLC

CRD#3062322
Investment Advisor
in Shelton, CT

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About this Advisor

Jeffrey Farrar is a certified financial planner operating out of Shelton, Connecticut with a total of 6 years of industry experience. Farrar is an advisor for Procyon Advisors, LLC. Over the course of their career, they have held roles at Ubs Financial Services Inc, Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Farrar has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Tennessee. Procyon Advisors, LLC is a registered investment business based in Shelton, CT. The firm has offices in six locations and a total of 37 people on staff. It controls $5 billion in assets under management between its 3,330 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 3,330 accounts, 25% belong to high-net-worth clients who have at least $1 million in assets. Procyon Advisors, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which services are provided. However, fee types billed by Procyon Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Corporate Drive Suite 225
Shelton, CT 06484

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Procyon Advisors, LLC Brokerage Details

Total Assets Under Management

$4,940,000,000

CT Average: $5,297,377,271
Total Number of Employees

37

CT Average: 35
Total Number of Accounts

3,330

CT Average: 690
Average Account Size

$1,483,483

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeffrey Farrar Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Procyon Advisors, LLC

2017 - Present (7 years)

Purshe Kaplan Sterling Investments, Inc

2009 - 2017 (8 years)

Ubs Financial Services Inc

*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 Jeffrey Farrar 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

Michael Desmond
Shelton, CT
Richard Appaluccio
Little Falls, NJ
Robert Alimena
Melville, NY
Marissa Schneider
Shelton, CT
Zoltan Pongracz
Shelton, CT
Jake Mccarthy
Shelton, CT
Thomas Leffel
Shelton, CT
Michael Herbert
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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