Michael
Herbert
Procyon Advisors, LLC
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About this Advisor
Michael Herbert is a financial advisor based in Shelton, Connecticut, working with Procyon Advisors, LLC. Michael has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Yale Athletics, St. Thomas Aquinas Catholic School, Barnum Financial Group, Swarthmore College, Yale Divinity School, Mml Investors Services LLC, Massmutual Life Insurance Co, and Procyon Advisors, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Michael is part of Procyon Advisors, LLC, which operates out of Shelton, Connecticut. 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
Services Offered
Fee Structure
Office Location
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Procyon Advisors, LLC Brokerage Details
$6,278,719,354
41
4,077
$1,540,034
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
Michael Herbert Work History
Procyon Advisors, LLC
Mml Investors Services LLC
Massmutual Life Insurance Co
Mass Mutual Life Insurance Company
Mml Investors Services
Barnum Financial Group
St. Thomas Aquinas Catholic School
Yale Athletics
Yale Divinity School
Swarthmore College
Disclosures
Please visit the SEC profile of Michael Herbert 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
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
Melville, NY
Shelton, CT
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