Robert
Alimena

Procyon Advisors, LLC

CRD#4935476
Investment Advisor
in Melville, NY

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About this Advisor

Robert Alimena is a certified financial planner operating out of Melville, New York with a total of 1 year of relevant experience. Alimena currently works for Procyon Advisors, LLC. Throughout their career, they have worked at Gfa Securities, LLC, Beaumont Financial Partners, LLC, Gerstein Fisher and Procyon Advisors, LLC. Alimena holds a Series 63 license, designating them as a securities agent, and is registered to serve investors in New York. Procyon Advisors, LLC is an advisory company that has its headquarters in Shelton, CT. The company has offices in six locations and a total of 37 people on staff. It administers $5 billion in total assets across its 3,330 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 3,330 customer accounts, 25% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Procyon Advisors, LLC has 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 fees largely depend on which service is offered. However, fees billed by Procyon Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

225 Broadhollow Road Suite 400E
Melville, NY 11747

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Procyon Advisors, LLC Brokerage Details

Total Assets Under Management

$4,940,000,000

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

37

NY Average: 35
Total Number of Accounts

3,330

NY Average: 690
Average Account Size

$1,483,483

NY Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Alimena Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Procyon Advisors, LLC

2015 - 2022 (7 years)

Beaumont Financial Partners, LLC

2014 - 2015 (1 year)

Gfa Securities, LLC

2014 - 2015 (1 year)

Gerstein Fisher

2012 - 2014 (2 years)

Beaumont Financial Partners, LLC

*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 Robert Alimena 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

Michael Desmond
Shelton, CT
Richard Appaluccio
Little Falls, NJ
Marissa Schneider
Shelton, CT
Robert Alimena
Melville, NY
Jake Mccarthy
Shelton, CT
Zoltan Pongracz
Shelton, CT
Thomas Leffel
Shelton, CT
Michael Herbert
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.

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