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Andrew j. Jason Leung

Procyon Advisors, LLC

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About Andrew j. Jason Leung

Andrew J. Leung is an investment advisor representative for Procyon Advisors, LLC, a registered investment adviser. Andrew has been in the securities industry since 1998. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and pooled investment vehicles. Andrew has been with Procyon Advisors, LLC since 2020 and previously worked for UBS Securities LLC. Andrew is a Certified Financial Planner.

Firm Information

Andrew j. Leung 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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Andrew j. Leung’s Registration & Firm History

CT

07/31/2020 - Present

Procyon Advisors, LLC (SHELTON CT)

NY

08/24/1999 - 11/16/2018

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/31/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2002

Series 3 - National Commodity Futures Examination

BC

Issued 01/19/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew j. Jason Leung.
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