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Jerry R. Sneed

Procyon Advisors, LLC

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About Jerry R. Sneed

Jerry Sneed is an investment advisor representative with Procyon Advisors, LLC. Jerry has been in the industry since 2009 and has experience with a variety of firms. Jerry holds the Series 7 and Series 66 licenses. Jerry also holds the Chartered Financial Analyst designation. Jerry has experience working with individuals, pension plans, and pooled investment vehicles. Jerry is also licensed as an insurance agent.

Firm Information

Jerry 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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Jerry Sneed’s Registration & Firm History

MA

06/27/2023 - Present

Procyon Advisors, LLC (Seeking MA)

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)

MI

11/09/2017 - 02/14/2018

AXA ADVISORS, LLC (TROY MI)

NY

10/03/2011 - 12/18/2015

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

CT

07/27/2009 - 10/17/2011

METLIFE SECURITIES INC. (ROCKY HILL CT)

MA

04/15/2009 - 06/29/2009

METLIFE SECURITIES INC. (HINGHAM MA)

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Licenses & Designations

BOTH

Issued 04/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry R. Sneed.
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