Michael
Kelly
Procyon Advisors, LLC
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About this Advisor
Michael Kelly is a certified financial planner who works in Virginia Beach, Virginia who has 2 years of relevant experience. Kelly is an employee of Procyon Advisors, LLC. During their career, Kelly has held roles at Godsey & Gibb Wealth Management, G&G Insurance Services, Inc, Procyon Private Wealth Partners, LLC, Procyon Institutional Partners, LLC and Pivotal Planning Group, LLC. Kelly maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Procyon Advisors, LLC is a business that has its headquarters in Shelton, CT. The company has offices in six locations and a total of 37 advisors. It oversees $5 billion in total assets among its 3,330 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 3,330 customer accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Procyon Advisors, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Procyon Advisors, LLC likely consist of some blend 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
Michael Kelly Work History
Michael has been registered as a financial advisor for 2 years.*
Procyon Private Wealth Partners, LLC
Procyon Institutional Partners, LLC
Pivotal Planning Group, LLC
G&G Insurance Services, Inc
Godsey & Gibb Wealth Management
*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 Michael Kelly 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
Shelton, CT
Melville, NY
Shelton, CT
Melville, NY
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.
