Robert Sean Alimena
Investment adviser representative at Procyon
11 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
11 years in the industry.
- ProcyonOct 2022 to now
- Procyon Advisors, LLCOct 2022 to now
- Beaumont Financial Partners, LLCApr 2015 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (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
- 4935476
- Firm CRD
- 288239