JV
John A. Vissicchio
PROCYON
Wantagh, NY
Some features on this profile are disabled
CRD#: 5120218
JV
Professional summary
John A Vissicchio is a registered financial advisor currently at PROCYON located in Wantagh, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view John A Vissicchio'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®
NoneExperience
Current
October 20, 2021 - Present
PROCYON
RIA
CRD#: 288239
Wantagh, NY
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.Highlighted states indicate IAR registrations
IAR
New York(10/20/2021)
Exams
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
Registered Investment Advisory firm - (5/26/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
