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Roger T Ciacco

Procyon Advisors, LLC

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About Roger T Ciacco

Roger T. Ciacco is a financial advisor associated with Procyon Advisors, LLC. He is a Certified Financial Planner and offers a range of financial advisory services including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. He has been in the industry since 1969 and has also been a Founder/Owner of Satty, Levine & Ciacco, CPAs, P.C. since 1987. Roger T. Ciacco is registered as an Investment Advisor Representative in Florida.

Firm Information

Roger Ciacco 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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Roger Ciacco’s Registration & Firm History

CT

11/03/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger T Ciacco.
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