Daniel
Limmer
Procyon Advisors, LLC
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About this Advisor
Daniel Limmer is a certified financial planner who works in Shelton, Connecticut with 2 years of relevant experience. Limmer is an employee of Procyon Advisors, LLC. Their career trajectory has included roles at Innovative Planning Services, American Portfolios Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc, Procyon Advisors, LLC and Procyon Institutional Partners, LLC. Limmer has a Series 63 license, qualifying them as a securities representative, and is approved to work in Florida and New York. Procyon Advisors, LLC is a registered investment firm operating out of Shelton, CT. The company has offices in six locations and a total of 37 people on staff. It has $5 billion in assets under management between its 3,330 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 3,330 accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which service is offered. However, fee types 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
Daniel Limmer Work History
Daniel has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments, Inc
Procyon Advisors, LLC
Procyon Institutional Partners, LLC
American Portfolios Financial Services, Inc
Innovative Planning Services
*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 Daniel Limmer 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
Melville, NY
Shelton, CT
Shelton, CT
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.
