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Jake Ryan McCarthy

Procyon Advisors, LLC

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About Jake Ryan McCarthy

Jake Ryan McCarthy is an investment advisor representative at Procyon Advisors, LLC based in Shelton, Connecticut. Jake specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses and pooled investment vehicles. Jake also holds a Series 66 license and is registered in Connecticut. Jake has been in the financial services industry since 2020 and is also an independent insurance producer. Jake is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Jake McCarthy 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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Jake McCarthy’s Registration & Firm History

CT

11/30/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

07/02/2020 - 12/13/2021

MML INVESTORS SERVICES, LLC (SHELTON CT)

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Licenses & Designations

BOTH

Issued 09/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Ryan McCarthy.
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