Sparta, NJ Office

Team
Updated today
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Procyon

Multi-team

Firm-wide stats for Procyon

Total advisors

54

Across 23 offices

Clients per advisor

51 Typical

Avg AUM per client

$1,231,959 High

HNW client ratio

25% Typical

About

Procyon serves a broad mix of clients including individual and high‑net‑worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm offers comprehensive investment management, financial planning, retirement-plan advisory and consulting, model‑portfolio signal delivery to other advisers, and advisory services to private funds.

Procyon’s investment process is tailored to each client and is primarily long‑term and fundamental‑analysis driven, with portfolios built from mutual funds, ETFs, individual equities and fixed income and implemented through internal due diligence and third‑party managers as appropriate. The firm executes both discretionary and non‑discretionary mandates and—uncommon for its peer group—manages a majority of assets on a non‑discretionary basis (approximately $5.66B non‑discretionary versus $3.54B discretionary); it also uses third‑party platforms (Dynasty, a Zoe/Apex digital wealth platform) and AI tools for research and monitoring, with human oversight of recommendations.

Notable distinctions include Procyon’s role as an adviser and portfolio manager for pooled investment vehicles and private funds, its provision of model signals to other RIAs, and the inclusion of institutional work that extends to ERISA retirement‑plan services (including non‑discretionary 3(38) and 3(21) roles) and engagements with state or municipal government clients. The firm also provides trust administrative access through a related trust provider and facilitates lending and platform options for clients—capabilities that are less common among similarly sized multi‑team advisors.

Based on Procyon

Expertise

Private / alternative investments

Based on Procyon

Location

46 Wilson Drive

Sparta NJ 07871

Advisors at this office

4

Advisors at this office

user avatar

Nuri G

CFP®, Series 66

Sparta, NJ

Procyon

Nuri Gunes Jr. is a CFP® with 11 years of industry experience currently advising at Procyon. He has previously worked at LPL Financial LLC and NewEdge Advisors, LLC, among others. Gunes maintains involvement in insurance activities as an agent for long-term care, health, life, and disability products. Procyon serves a broad client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing portfolios with mutual funds, ETFs, equities, and fixed income, and it offers both discretionary and non-discretionary mandates.

Private / alternative investments
user avatar

Salvatore D

Series 63, Series 66

Sparta, NJ

Procyon

Salvatore Dispenziere III is a financial advisor at Procyon with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including NewEdge Advisors, LPL Financial, Sagepoint Financial, Elite Retirement Consultants, and Cadaret, Grant & Co. He is also involved in a family business, CRXCKED GAMING LLC, which supports his son’s video game development and coding activities. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and RIAs. The firm’s investment approach is primarily long-term and fundamental-analysis driven, with portfolios constructed from mutual funds, ETFs, equities, and fixed income, managed through both discretionary and non-discretionary mandates.

Private / alternative investments
user avatar

Jesse K

Series 66

Sparta, NJ

Procyon

Jesse Kopelakis is a financial advisor with Procyon, holding a Series 66 credential and three years of industry experience. Prior to joining Procyon, he worked at NewEdge Advisors, LPL Financial, Empire City Laboratories, and Sagepoint Financial. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach using a combination of mutual funds, ETFs, individual equities, fixed income, and both discretionary and non-discretionary mandates.

Private / alternative investments
user avatar

Enrico B

Series 63, Series 65

Sparta, NJ

Procyon

Enrico Brex is a financial advisor at Procyon with seven years of industry experience. He holds Series 63 and 65 licenses and has worked previously at NewEdge Advisors, LPL Financial, and Elite Retirement Consultants. Outside of his advisory role, he has involvement in farm and timber sales activities. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm offers comprehensive investment management and advisory services, focusing on long-term, fundamental-analysis-driven portfolios with a notable emphasis on non-discretionary mandates.

Private / alternative investments
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