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James Patrick Diver

Procyon Advisors, LLC

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About James Patrick Diver

James Patrick Diver is an investment advisor representative with Procyon Advisors, LLC, a firm that specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. James is a Certified Financial Planner and has been in the industry since 2014. James holds a Series 65 license and is registered with the state of New York. James is also a partner in Procyon Tax, LLC, which provides tax services. James is dedicated to helping clients achieve their financial goals.

Firm Information

James Diver 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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James Diver’s Registration & Firm History

CT

05/24/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

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Licenses & Designations

IA

Issued 04/16/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Patrick Diver.
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