Jerry
Sneed
Procyon Advisors, LLC
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About this Advisor
Jerry Sneed is a financial advisor based in Seeking, Massachusetts, working with Procyon Advisors, LLC. Jerry has previously held positions at North American Bancard, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, Baker Tilly Us, Llp, Procyon Advisors, LLC, Procyon Risk, LLC, and Credit Suisse Securities (Usa) LLC. Jerry has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New York. Currently, Jerry is part of Procyon Advisors, LLC, which operates out of Seeking, Massachusetts. 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.
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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
Jerry Sneed Work History
Procyon Advisors, LLC
Procyon Risk, LLC
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLC
Baker Tilly Us, Llp
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
North American Bancard
Credit Suisse Securities (Usa) LLC
Disclosures
Please visit the SEC profile of Jerry Sneed 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
Shelton, CT
Shelton, CT
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Shelton, CT
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