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Amber Noel Kendrick

Procyon Advisors, LLC

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About Amber Noel Kendrick

Amber Kendrick is a registered Investment Advisor Representative with Procyon Advisors, LLC and has been in the industry since May 2010. Amber holds Series 6, 63, and 66 licenses and has previously worked at Commonwealth Financial Network, Mutual of America Life Insurance Company, Mutual of America Securities LLC, NRP Financial, Inc., and Ogilvie Security Advisors Corporation. Amber also works as a Retirement Plan Consultant with Procyon Institutional Partners, LLC.

Firm Information

Amber Kendrick is currently registered with Procyon Advisors, LLC. Procyon Advisors, LLC is a registered investment advisor based in Shelton, Connecticut. The firm provides a range of services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. The firm currently manages over $6 billion in assets.
Procyon Advisors, LLC

1 CORPORATE DRIVE

SHELTON, CT 06484

$6.28B

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amber Kendrick’s Registration & Firm History

CT

10/06/2017 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

05/12/2014 - 10/05/2017

COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)

CT

05/04/2010 - 05/08/2014

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GLASTONBURY CT)

CT

05/04/2010 - 05/08/2014

MUTUAL OF AMERICA SECURITIES LLC (GLASTONBURY CT)

NC

05/20/2008 - 11/19/2009

NRP FINANCIAL, INC. (CHARLOTTE NC)

NC

09/18/2007 - 05/21/2008

OGILVIE SECURITY ADVISORS CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 03/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Noel Kendrick.
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