James
Diver
Procyon Advisors, LLC
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About this Advisor
James Diver is a certified financial planner operating in Melville, New York with a total of 2 years of relevant experience. Diver is on the advisory team at Procyon Advisors, LLC. Their career trajectory has included roles at Pivotal Planning Group, LLC, Baruch College, Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC. Diver has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in New York. Procyon Advisors, LLC is a registered investment firm that has its headquarters in Shelton, CT. It has offices in six locations and a total of 37 employees. It handles $5 billion in assets under management across its 3,330 client accounts, making it one of the largest firms in the nation by assets under management. Of its 3,330 customer accounts, 25% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which services the firm provides the client. Fees charged by Procyon Advisors, LLC may include some 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
James Diver Work History
James has been registered as a financial advisor for 2 years.*
Procyon Private Wealth Partners, LLC
Procyon Institutional Partners, LLC
Pivotal Planning Group, LLC
Baruch 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 James Diver 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
Little Falls, NJ
Shelton, CT
Melville, NY
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
Melville, NY
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.
