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Christopher Mathew Sneed

Procyon Advisors, LLC

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About Christopher Mathew Sneed

Christopher Mathew Sneed is an investment advisor representative with Procyon Advisors, LLC, a firm registered with the SEC as an investment advisor. Christopher Mathew Sneed has been in the securities industry since June 2020. Christopher Mathew Sneed has Series 7TO, SIE and Series 66 licenses and is registered in New York. Previously, Christopher Mathew Sneed was employed by Baker Tilly Capital, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Mathew Sneed offers investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and pooled investment vehicles. Christopher Mathew Sneed is also licensed as an insurance agent and provides life insurance services.

Firm Information

Christopher Sneed 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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Christopher Sneed’s Registration & Firm History

NY

06/27/2023 - Present

Procyon Advisors, LLC (New York NY)

WI

01/07/2021 - 06/26/2023

BAKER TILLY CAPITAL, LLC (MADISON WI)

CT

06/29/2020 - 01/05/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 07/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Mathew Sneed.
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