linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Alexander Herbert

Procyon Advisors, LLC

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

About Michael Alexander Herbert

Michael Herbert is a financial advisor currently registered with Procyon Advisors, LLC. Previously, Michael was registered with MML Investors Services, LLC. Michael has over 5 years of experience in the financial services industry. He specializes in financial planning, portfolio management, and pension consulting. Michael is a graduate of Swarthmore College and Yale Divinity School. He holds the Series 7TO, SIE, and Series 65 licenses. In addition to financial advisory services, Michael also offers insurance sales services.

Firm Information

Michael Herbert 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.

Michael Herbert’s Registration & Firm History

CT

10/28/2022 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

09/05/2020 - 12/08/2021

MML INVESTORS SERVICES, LLC (SHELTON CT)

Not sure if Michael Alexander Herbert is right for you?

Licenses & Designations

IA

Issued 10/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Alexander Herbert.
Not sure if Michael Alexander Herbert is right for you?