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Daniel Gary Limmer

Procyon Advisors, LLC

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About Daniel Gary Limmer

Daniel Limmer is a financial advisor with Procyon Advisors, LLC. Daniel has been working in the financial services industry since June 8, 1993 and has a strong track record of providing financial advice to individuals and businesses. Daniel also provides financial planning services to clients of Planning Solutions, LLC. Daniel is a Certified Financial Planner and holds the Series 6, 7, and SIE securities licenses. Daniel has a demonstrated commitment to helping clients reach their financial goals.

Firm Information

Daniel Limmer 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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Daniel Limmer’s Registration & Firm History

CT

06/08/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

NY

02/06/2012 - 06/09/2021

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)

NY

05/03/1999 - 02/14/2012

PARK AVENUE SECURITIES LLC (MELVILLE NY)

NY

12/13/1993 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

CT

04/19/1993 - 10/22/1993

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 04/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Gary Limmer.
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