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HH

Hasan A. Hoke

PROCYON
FRISCO, TX 75078
Some features on this profile are disabled
CRD#: 5168896
HH

Professional summary


Hasan A Hoke, who also goes by Hasan Amin Hoke, Hasan Hoke, is a registered financial advisor currently at PROCYON located in Frisco, Texas.

Hasan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Hasan has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hasan Amin Hoke | Hasan Hoke

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Hasan A Hoke's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 11, 2026 - Present

PROCYON

Office #1: 6898 Lebanon Rd 101, Frisco, TX 75078
RIA
CRD#: 288239
FRISCO, TX
Past

April 24, 2025 - May 4, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

December 13, 2024 - May 4, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
Anna, TX
Past

June 2, 2021 - April 24, 2025

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
Addison, TX
Past

September 27, 2012 - June 2, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ADDISON, TX

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
Texas
(5/11/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

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)
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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 (38 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROCYON DISCLOSURE BROCHURE (11/17/2025)

Regulatory assets under management


Total Number of Accounts5,638
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.

Company Information


PROCYON

CRD#: 288239Frisco, TX 75078

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