Mark James Rich
Investment adviser representative at Procyon
4 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
4 years in the industry.
- ProcyonSep 2017 to now
- Procyon Advisors, LLCJul 2017 to now
- Procyon Institutional Partners, LLCJul 2017 to Dec 2021
- Strategic Retirement PartnersFeb 2017 to May 2017
- The Virtus GroupSep 2015 to May 2017
- Follett Higher Education GroupDec 2013 to May 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
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
- 6560003
- Firm CRD
- 288239