Daniel Gary Limmer
Investment adviser representative at Procyon
32 yearsExperience
2 statesRegistered 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
32 years in the industry.
- ProcyonJun 2021 to now
- Procyon Advisors, LLCJun 2021 to now
- Procyon Institutional Partners, LLCJun 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2021 to now
- American Portfolios Financial Services, IncFeb 2012 to Jun 2021
- Innovative Planning ServicesNov 1994 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 2325019
- Firm CRD
- 288239