Robert Sean Alimena

Current Employers

Employment History

• 04/2015 → 10/2022
  Beaumont Financial Partners, Llc
  Needham, MA
• 10/2022 → Present
  Procyon Advisors, Llc
  Melville, NY

Previous Registrations

• 2015-05-20 → 2022-10-07
  Beaumont Financial Partners Llc
  Huntington Station, NY
  Needham, MA
  West Sayville, NY
• 2014-04-30 → 2015-04-08
  Gerstein Fisher
  New York, NY
• 2012-04-17 → 2014-03-21
  Beaumont Financial Partners Llc
  Wellesley Hills, MA
• 2011-03-14 → 2012-03-30
  Usaa Financial Planning Services
  Needham, MA
• 2010-08-16 → 2011-02-24
  Money Concepts Capital Corp
  Boston, MA
  Palm Beach Gardens, FL
  Amherst, NH
  Boston, MA
  Palm Beach Gardens, FL

Other Businesses

1) CMA Properties LLC; Investment Related: Yes; 671 Montauk Hwy, Bayport, NY. 11705; Nature: Commercial building ownership of two rental units; Managing Member; Since 1/31/2025; 4 Hours per month; Duties: Deposit rent checks, hire maintenance people (lawn, garbage, plowing, etc.) 2) Procyon Benefits; Investment Related: Yes; One Corporate Drive, 225, Shelton, CT. 06484; Nature: Corporate benefits services; Member; Since 1/1/2025; 0 Hours per month. 3) Procyon Risk; Investment Related: Yes; One Corporate Drive, 225, Shelton, CT. 06484; Member; Since 1/1/2025; 0 Hours per month. 4) Procyon Tax; Investment Related: Yes; One Corporate Drive, 225, Shelton, CT. 06484; Nature: Tax services; Member; Since 1/1/2025; Duties Coordinate tax work with accounting firms.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-23

Designations

Other Names

• Robert Sean Schroeder