Daniel Gary Limmer
Financial advisor at Procyon
Last updated 2026-10-10
Claim your profileDaniel Gary Limmer is a financial advisor at Procyon, CRD 2325019. Licenses and exams on the registration: Series 63. IAPD registration began 2010-01-04.
Registration
- CRD number
- 2325019
- Registration status
- Active
- IAPD registration
- 2010-01-04
- Industry Experience
- 16 years
- Work Experience
- 31 years
- States registered
- FL, NY
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 1994-11 to 2021-06 · Innovative Planning Services · Woodbury, NY
- 2012-02 to 2021-06 · American Portfolios Financial Services, Inc · Holbrook, NY
- 2021-06 to Present · Purshe Kaplan Sterling Investments, Inc. · Boca Raton, FL
- 2021-06 to Present · Procyon Advisors, LLC · Boca Raton, FL
- 2021-06 to Present · Procyon Institutional Partners, LLC · Boca Raton, FL
Current employment
- Procyon · Shelton, CT
Procyon
- Regulatory AUM
- $9,204,268,020
- Registered advisors
- 53
- Offices
- 31
- Clients per advisor
- 57.5 (Moderate)
- Average AUM per client
- $3M (Low)
- High-net-worth client ratio
- 22.7% (Moderate)
About
Daniel Gary Limmer is a CFP® financial advisor at Procyon. Reported securities licenses include Series 63. The latest record indicates 16 years of industry experience and 31 years of reported work history. Reported roles include Purshe Kaplan Sterling Investments, Inc., Procyon Advisors, LLC, Procyon Institutional Partners, LLC, American Portfolios Financial Services, Inc.
SEC disclosures list additional business and community activities: 1) Planning Solutions (investment related): 304, melville, ny 11747 - financial planning - CFP - started: 11/2000 - 0 hours/0 trading hours per month - suspended operation 2) procyon advisors, llc dba procyon, llc; At registered location.
Procyon's firm-level Form ADV reports 53 advisors across 31 offices; approximately 57.5 clients per advisor, average assets per client of $3,019,773, and regulatory AUM of $9.2B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.4B across 186 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Gary Limmer personally.
Reported ETF positions
Procyon reports 186 ETF positions worth $1.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| MGC — Vanguard Morningstar Mega Cap ETF | $120.7M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $69.7M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $67.2M |
| SPBO — State Street SPDR Portfolio Corporate Bond ETF | $55.5M |
| SCHF — Schwab International Equity ETF | $51.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Procyon's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $51.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $259.1K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $370.2K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.2M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Procyon on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
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