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Antonio Bentu Rodrigues

Procyon Advisors, LLC

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About Antonio Bentu Rodrigues

Antonio Bentu Rodrigues is a registered investment advisor representative with Procyon Advisors, LLC. Antonio has been in the securities industry since May 2002. Antonio is registered with the state of Connecticut and holds the Series 6, 7, 63, and 65 licenses. Prior to joining Procyon Advisors, LLC, Antonio worked with PEOPLE'S SECURITIES, INC. Antonio is a financial professional that specializes in providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Antonio Rodrigues 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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Antonio Rodrigues’s Registration & Firm History

CT

05/17/2018 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

05/21/2002 - 05/21/2018

PEOPLE'S SECURITIES, INC. (WETHERSFIELD CT)

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Licenses & Designations

IA

Issued 12/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Antonio Bentu Rodrigues.
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