Marissa
Schneider
Procyon Advisors, LLC
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About this Advisor
Marissa Schneider is a financial advisor based in Shelton, Connecticut who has 1 year of industry experience. Schneider is an employee of Procyon Advisors, LLC. During their career, the advisor has held roles at Procyon Advisors LLC, Ameriprise Financial Services LLC, Applebee'S Bar And Grill, The Gap, Shenanigans, Altra Federal Credit Union, University Of Wisconsin-Madison and Central High School. Schneider holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Connecticut. Procyon Advisors, LLC is a financial advisory firm that has its headquarters in Shelton, CT. The company has offices in six locations and a total of 37 employees. It controls $5 billion in total assets across its 3,330 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 3,330 client accounts, 25% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on the type of services. Fee types billed by Procyon Advisors, LLC most likely consist of 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
Marissa Schneider Work History
Marissa has been registered as a financial advisor for 1 years.*
Procyon Advisors LLC
Ameriprise Financial Services LLC
Applebee'S Bar And Grill
The Gap
Shenanigans
University Of Wisconsin-Madison
Altra Federal Credit Union
Central 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 Marissa Schneider 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
Little Falls, NJ
Shelton, CT
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
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