Michael
Herbert
Procyon Advisors, LLC
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About this Advisor
Michael Herbert is a financial advisor working in Shelton, Connecticut who has 1 year of industry experience. Herbert works at Procyon Advisors, LLC. Over the course of their career, they have held roles at Mass Mutual Life Insurance Company, Mml Investors Services, Yale Athletics, St. Thomas Aquinas Catholic School, Barnum Financial Group, Swarthmore College, Yale Divinity School, Mml Investors Services LLC, Massmutual Life Insurance Co and Procyon Advisors, LLC. Herbert maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Connecticut. Procyon Advisors, LLC is a registered investment company based in Shelton, CT. The company has offices in six locations and a total of 37 financial advisors. It has $5 billion in total assets across its 3,330 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 3,330 accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Procyon Advisors, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which service is offered. However, fees charged by Procyon Advisors, LLC most likely include any combination 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
Michael Herbert Work History
Michael has been registered as a financial advisor for 1 years.*
Procyon Advisors, LLC
Mml Investors Services LLC
Massmutual Life Insurance Co
Mass Mutual Life Insurance Company
Mml Investors Services
Barnum Financial Group
St. Thomas Aquinas Catholic School
Yale Athletics
Yale Divinity School
Swarthmore College
*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 Michael Herbert 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
Little Falls, NJ
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
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