Procyon

Overview

Procyon is an SEC registered investment adviser based in Shelton, CT, registered since 2017. It reports $9.2B in assets under management across 8,716 accounts, with 76 employees. It has 49 investment adviser representatives.

Reported AUM

$9.2B

Discretionary

39%

Accounts

8,716

Average account

$1.1M

Employees

76

Advisory reps

49

Registered since

2017

Jurisdictions

42

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Phil Giuseppe Fiore Jr Executive Managing Member, Chief Executive Officer CRD 2547584
• Christopher Edwin Foster President CRD 5574029
• Jeffrey Hopkins Farrar Executive Managing Member, Chief Operating Officer CRD 3062322

1 more executive officer, with direct contact details

Advisory reps 3 of 49

• Robert Sean Alimena Investment Adviser Rep CRD 4935476
• Richard J Appaluccio Insurance Agent · Investment Adviser Rep CRD 2246542
• Charles Kevin Caddick Investment Adviser Rep CRD 1062831

46 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Corporate Dr Ste 225
Shelton, CT 06484

County

Naugatuck Vly

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: procyonpartners.net

Every state, with registration dates

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