Jack
Silverman

Procyon Advisors, LLC

CRD#7225082
Investment Advisor
in Melville, NY

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About this Advisor

Jack Silverman is a financial advisor based in Melville, New York, working with Procyon Advisors, LLC. Jack has previously held positions at Ameriprise Financial Services, LLC, Adelphi University, Kuttin Wealth Management, Procyon Advisors, LLC, and was also a full-time student. Jack has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Jack is part of Procyon Advisors, LLC, which operates out of Melville, New York. 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.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

225 Broadhollow Rd Suite 400E
Melville, NY 11747

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Procyon Advisors, LLC Brokerage Details

Total Assets Under Management

$6,278,719,354

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

41

NY Average: 35
Total Number of Accounts

4,077

NY Average: 690
Average Account Size

$1,540,034

NY Average: $7,677,358

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

Jack Silverman Work History

2022 - Present (2 years)

Procyon Advisors, LLC

2021 - 2022 (1 year)

Kuttin Wealth Management

2020 - 2021 (1 year)

Ameriprise Financial Services, LLC

2017 - 2021 (4 years)

Adelphi University

2013 - 2017 (4 years)

Full-Time Student

Disclosures

Please visit the SEC profile of Jack Silverman 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

James Diver
Melville, NY
Robert Alimena
Melville, NY
Amber Kendrick
Shelton, CT
Francis Mckiernan
Shelton, CT
Amanda Diguiseppe
Shelton, CT
Jack Silverman
Melville, NY
Ryan Kristie
Shelton, CT
Mark Rich
Shelton, CT

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