Robert
Alimena

Procyon Advisors, LLC

CRD#4935476
Investment Advisor
in Melville, NY

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About this Advisor

Robert Alimena is a financial advisor based in Melville, New York, working with Procyon Advisors, LLC. Robert has previously held positions at Gfa Securities, LLC, Gerstein Fisher, Beaumont Financial Partners, LLC, and Procyon Advisors, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Robert 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 63, CERTIFIED FINANCIAL PLANNER™

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 Road 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

Robert Alimena Work History

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

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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