DL
Daniel G. Limmer
PROCYON
Boynton Beach, FL
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CRD#: 2325019
DL
Professional summary
Daniel Gary Limmer, CFP®, who also goes by Dan Limmer, is a registered financial advisor currently at PROCYON located in Boynton Beach, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in West Palm Beach, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Daniel has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Business Succession Planning
Retirement Planning
Insurance Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Dan Limmer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Planning Solutions, LLC - Investment Related - 425 Broadhollow Road, Ste. 304, Melville, NY 11747 - Financial Planning - CFP - Started: 11/2000 - 0 Hours/0 Trading Hours per month - Suspended Operation 2) Procyon Advisors, LLC dba Procyon, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 06/02/2021. 160 hrs/ month; 8hrs/ month during trading hours. Provide investment advice to clients 3) Supreme Self Wellness - Not Investment Related - 3869 Candlewood Rd, Boca Raton, FL 33487 - Health and Wellness - Consultant - Started: 09/2018 - 4 Hours/4 Trading Hours per month - Marketing of health related services 4) Daniel Limmer is dually registered as an investment advisor representative with Procyon Advisors, LLC ("Procyon") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2021. Business is conducted from 1 Corporate Drive, 225, Shelton, CT, 06484. Approximately 90% of Daniel Limmer's time is for services as an investment advisor representative and the balance as a registered representative. Procyon and PKS are not affiliated.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gary Limmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
June 8, 2021 - Present
PROCYON
Office #2: 534 Broadhollow Rd Suite 300, Melville, NY 11747RIA
CRD#: 288239
Boynton Beach, FL
Current
June 8, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 700 S. Rosemary Ave Suite 204, Office 161, West Palm Beach, FL 33401BD
CRD#: 35747
West Palm Beach, FL
Past
June 8, 2021 - December 31, 2021
PROCYON INSTITUTIONAL PARTNERS, LLC
RIA
CRD#: 288244
Melville, NY
Past
February 8, 2012 - June 9, 2021
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
February 6, 2012 - June 9, 2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
MELVILLE, NY
Past
January 4, 2010 - June 9, 2010
N.N.A.I.A
RIA
CRD#: 114164
WOODBURY, NY
Past
May 3, 1999 - February 14, 2012
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MELVILLE, NY
Past
December 13, 1993 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
April 19, 1993 - October 22, 1993
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PR
PROCYON
PROCYON | PROCYON TRUST | PROCYON PRIVATE WEALTH PARTNERS, LLC | PROCYON PRIVATE WEALTH PARTNERS LLC | PROCYON PARTNERS | PROCYON ADVISORS, LLC
CRD#: 288239 / SEC#: 801-110493
RIA
Registered Investment Advisory firm - (5/26/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/7/2021)
IAR
Florida(7/28/2021)
RR
New Jersey(7/12/2021)
RR
New York(6/8/2021)
IAR
New York(6/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PR
PROCYON
PROCYON | PROCYON TRUST | PROCYON PRIVATE WEALTH PARTNERS, LLC | PROCYON PRIVATE WEALTH PARTNERS LLC | PROCYON PARTNERS | PROCYON ADVISORS, LLC
CRD#: 288239 / SEC#: 801-110493
RIA
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Contact information
Main Address
1 Corporate Drive Suite 225, Shelton, CT 06484
Mailing Address
Phone number
(475) 232-2704
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,638 |
| AUM (Assets Under Management) | $ 7,769,672,465 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
