Unclaimed Profile

Jeffrey Hopkins Farrar

PROCYON ADVISORS, LLC·SHELTON, Connecticut

SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFP26 years registeredPROCYON ADVISORS, LLC

1 CORPORATE DRIVE, SHELTON, CT 06484CRD# 3062322Firm CRD# 288239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Hopkins Farrar · SHELTON, CT

Registration

CRD #3062322 · PROCYON ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

PROCYON

Jun 2017 – present

PROCYON INSTITUTIONAL PARTNERS, LLC

Apr 2018 – Dec 2021

SHELTON, CT

UBS FINANCIAL SERVICES INC.

Apr 2009 – Jun 2017

Wilton, CT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 1999 – May 2009

FAIRFIELD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · November 16, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROCYON ADVISORS, LLC

CRD 288239 · SEC 801-110493

AUM

$6.3B

Regulatory assets under management

Employees

4,077 client accounts

Services offered by PROCYON ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PROCYON ADVISORS, LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHELTON?

Browse all registered financial advisors in SHELTON, Connecticut or claim this profile if it's yours.

Browse SHELTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Hopkins Farrar offer?

Jeffrey Hopkins Farrar specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SHELTON, Connecticut for a consultation.

What are Jeffrey Hopkins Farrar's credentials?

Jeffrey Hopkins Farrar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Hopkins Farrar located?

Jeffrey Hopkins Farrar is based in SHELTON, Connecticut, working with PROCYON ADVISORS, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Jeffrey Hopkins Farrar charge for services?

Jeffrey Hopkins Farrar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROCYON ADVISORS, LLC?

PROCYON ADVISORS, LLC has approximately 41 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →