Best Investors Account Sign in
Inactive

John A Vissicchio

Procyon

Shelton, CT

Wantagh, NY

CRD 5120218

Claim This Profile
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:

Current Employers
Procyon

1 Corporate Drive Suite 225, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-20
  • NY RA
    APPROVED
    Since 2021-10-20

Branch Locations

1 Corporate Drive Suite 225, Shelton, CT 06484 • United States

Wantagh, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richards, Vissicchio, & Poliseno Cpas Pllc Jericho NY 01/2008 Present
Procyon Private Wealth Partners, Llc Wantagh NY 01/2021 Present
  • 01/2008 → Present
    Richards, Vissicchio, & Poliseno Cpas Pllc
    Jericho, NY
  • 01/2021 → Present
    Procyon Private Wealth Partners, Llc
    Wantagh, NY
Other Businesses

Richards, Vissicchio, & Poliseno CPAs PLLC; Managing Member; non-investment related; 01/2008; Jericho, New York; CPA providing management consulting and tax services to clients; 25% of time during trading hours.

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Shelton, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor