Curtis Oneal Irby
Investment adviser representative at Procyon
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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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
12 years in the industry.
- ProcyonOct 2025 to now
- Procyon Advisors, LLCSep 2025 to now
- UnemployedOct 2024 to Aug 2025
- MML Investors Services, LLCAug 2023 to Sep 2024
- Barnum Financial Group, LLCAug 2023 to Aug 2024
- UnemployedNov 2022 to Jun 2023
- People's Securities, Inc.Sep 2014 to Oct 2022
- People's United Advisors, Inc.Sep 2014 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2188612
- Firm CRD
- 288239