Todd Jones Smallwood
Investment adviser representative at Procyon
9 yearsExperience
1 stateRegistered in
$9.2BFirm assets
9 yearsFirm in business
Are you Todd Jones Smallwood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- ProcyonNov 2025 to now
- Procyon Advisors, LLCOct 2025 to now
- Cardone Wealth Advisors, LLCJul 2025 to Oct 2025
- Cove Capital Group, LLCJun 2025 to Oct 2025
- Osaic Wealth, Inc. (name Changed From Triad Advisors)Aug 2024 to Mar 2025
- Sugarloaf Wealth Management, LLCJul 2022 to Mar 2025
- Triad Advisors, LLC (owned By Advisor Group, LLC)Jul 2022 to Aug 2024
- Compliance OfficerDec 2019 to Jun 2022
- Triad Advisors, LLCOct 2018 to Jun 2022
- Lindner Capital Advisors, Inc.Feb 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2131710
- Firm CRD
- 288239