linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Francis McKiernan

Procyon Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Francis? Claim Your Profile

About Francis McKiernan

Francis McKiernan is a financial advisor at Procyon Advisors, LLC. Francis has been in the industry since 2014 and has held previous positions at Credit Suisse Securities (USA) LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Baker Tilly Capital, LLC. Francis specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Francis is a licensed advisor in New York.

Firm Information

Francis McKiernan 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Francis McKiernan’s Registration & Firm History

CT

06/27/2023 - Present

Procyon Advisors, LLC (SHELTON CT)

WI

01/04/2021 - 07/26/2023

BAKER TILLY CAPITAL, LLC (MADISON WI)

CT

03/29/2018 - 01/02/2021

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

NY

11/24/2015 - 03/28/2018

MORGAN STANLEY (NEW YORK NY)

NY

06/12/2014 - 12/16/2015

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

Not sure if Francis McKiernan is right for you?

Licenses & Designations

BOTH

Issued 07/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis McKiernan.
Not sure if Francis McKiernan is right for you?