Roger T Ciacco

Employer firm

Procyon CRD 288239

$9.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1969 → Present
  Satty, Levine & Ciacco, Cpas, P.C.
  Melville, NY
• 02/2021 → Present
  Procyon Private Wealth Partners, Llc
  Bonita Springs, FL

Other Businesses

Satty, Levine & Ciacco, CPAs, P.C.; Founder/Owner; non-investment related; 08/1987; Melville, New York; Consultant servicing in accounting, auditing and taxation; 25% of time during trading hours.

Designations

• Certified Financial Planner