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Zoltan Pongracz

Procyon Advisors, LLC

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About Zoltan Pongracz

Zoltan Pongracz is a financial advisor with Procyon Advisors, LLC. Zoltan has been in the industry since 2011 and has experience in a variety of financial services roles. Zoltan specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Zoltan is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Zoltan Pongracz 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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Zoltan Pongracz’s Registration & Firm History

CT

11/30/2021 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

03/25/2017 - 12/13/2021

MML INVESTORS SERVICES, LLC (SHELTON CT)

CT

10/26/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 03/11/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Zoltan Pongracz. Review regulatory record here.
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