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John Marchisotta

Procyon Advisors, LLC

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About John Marchisotta

John Marchisotta is a financial advisor with over 20 years of experience in the financial services industry. John is registered with Procyon Advisors, LLC. John is a Registered Investment Advisor (IA) and holds the Series 65 and Series 7 licenses. John specializes in providing financial planning, investment management, and pension consulting services to individuals, families, and businesses. John is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Firm Information

John Marchisotta 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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John Marchisotta’s Registration & Firm History

CT

05/24/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

NY

06/16/2004 - 10/18/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

CT

07/07/2003 - 06/17/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

NY

07/03/2002 - 02/20/2003

DREYFUS SERVICE CORPORATION (NEW YORK NY)

MA

08/31/2001 - 06/03/2002

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

CA

02/05/1997 - 09/04/2001

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 07/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Marchisotta.
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