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Inactive

Frederick J Baran

Procyon

Shelton, CT

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Current Employers
Procyon

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-03
  • CT RA
    APPROVED
    Since 2025-07-03

Branch Locations

1 Corporate Drive Suite 225, Shelton, CT 06484 • 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
Wilis Towers Watson Plc Stanford CT 05/2001 09/2016
Mercer Global Advisors Inc. Woodbridge CT 09/2016 10/2021
Procyon Advisors, Llc Shelton CT 07/2025 Present
Wooster Corthell Wealth Management, Inc. Glastonbury CT 10/2021 07/2025
  • 05/2001 → 09/2016
    Wilis Towers Watson Plc
    Stanford, CT
  • 09/2016 → 10/2021
    Mercer Global Advisors Inc.
    Woodbridge, CT
  • 07/2025 → Present
    Procyon Advisors, Llc
    Shelton, CT
  • 10/2021 → 07/2025
    Wooster Corthell Wealth Management, Inc.
    Glastonbury, CT
Previous Registrations
  • 2021-10-22 → 2025-07-16
    Wooster Corthell Wealth Management, Inc.
    Glastonbury, CT
  • 2016-10-17 → 2021-10-27
    Mercer Global Advisors Inc.
    Woodbridge, CT
    Guilford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-17
  • S65 Uniform Investment Adviser Law Examination
    2016-10-17
Designations
Other Names
  • Rick Baran

View on SEC IAPD

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Other Investors

JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN
ANDREW DOMINICK ROSELLI
DANIELA GERHARD
JEREMY HUS
CHRISTOPHER HOLLEY
BRIAN MICHAEL WARD

Other Offices

MML INVESTORS SERVICES, LLC · SHELTON, CT
RB CAPITAL MANAGEMENT, LLC · Shelton, CT
WRIGHT INVESTORS SERVICE INC · SHELTON, CT
THE WINTHROP CORPORATION · SHELTON, CT
WRIGHT PRIVATE ASSET MANAGEMENT LLC · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · SHELTON, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Shelton, CT

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