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Phil Giuseppe Fiore

Procyon Advisors, LLC

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About Phil Giuseppe Fiore

Phil Fiore is an Investment Advisor Representative who is currently registered with Procyon Advisors, LLC. Phil has worked in the financial industry for over 20 years. Phil has been active in the financial industry since 1994. Phil has experience with a variety of financial products and services, including: portfolio management for individuals, portfolio management for pooled investment vehicles, and financial planning. Phil is a member of the Vulcan Motor Club.

Firm Information

Phil Fiore 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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Phil Fiore’s Registration & Firm History

CT

07/24/2017 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

04/24/2009 - 12/21/2016

UBS FINANCIAL SERVICES INC. (STAMFORD CT)

CT

11/02/2005 - 05/01/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)

MO

07/01/2003 - 11/01/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

11/02/1994 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1994

Series 3 - National Commodity Futures Examination

BC

Issued 11/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 8 public disclosures for Phil Giuseppe Fiore. Review regulatory record here.
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