Marissa L Schneider
Investment adviser representative at Procyon
14 yearsExperience
2 statesRegistered in
$9.2BFirm assets
9 yearsFirm in business
Are you Marissa L Schneider? 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
14 years in the industry.
- ProcyonJun 2022 to now
- Procyon Advisors LLCOct 2021 to now
- UnemployedJul 2021 to Sep 2021
- Ameriprise Financial Services LLCJun 2020 to Aug 2020
- Applebee's Bar and GrillMay 2019 to Aug 2019
- The GapFeb 2019 to May 2019
- ShenanigansMay 2018 to Aug 2018
- University of Wisconsin-madisonAug 2017 to Jun 2021
- Altra Federal Credit UnionSep 2015 to Aug 2017
- Central High SchoolJan 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7257325
- Firm CRD
- 288239