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Bryan James Watts

SOUND PORTFOLIO ADVISORS, LLC·MYSTIC, Connecticut
Series 65Clean record8 years registeredSOUND PORTFOLIO ADVISORS, LLC
28 COTTRELL ST., MYSTIC, CT 06355CRD# 5170706Firm CRD# 125511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan James Watts · MYSTIC, CT
Registration
CRD #5170706 · SOUND PORTFOLIO ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

SOUND PORTFOLIO ADVISORS, LLC
Feb 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 5, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUND PORTFOLIO ADVISORS, LLC
CRD 125511 · SEC 801-120415
AUM
$116M
Regulatory assets under management
Employees
3
352 client accounts
Services offered by SOUND PORTFOLIO ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SOUND PORTFOLIO ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bryan James Watts offer?
Bryan James Watts specializes in Investment Management, Fee-Only Advisory. Contact their office in MYSTIC, Connecticut for a consultation.
What are Bryan James Watts's credentials?
Bryan James Watts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan James Watts located?
Bryan James Watts is based in MYSTIC, Connecticut, working with SOUND PORTFOLIO ADVISORS, LLC. Their office serves clients in the MYSTIC metropolitan area and surrounding communities.
How does Bryan James Watts charge for services?
Bryan James Watts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND PORTFOLIO ADVISORS, LLC?
SOUND PORTFOLIO ADVISORS, LLC has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUND PORTFOLIO ADVISORS, LLC

Theodore Lee Parker
MYSTIC, CT

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