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Bryan James Watts

SOUND PORTFOLIO ADVISORS, LLC·MYSTIC, Connecticut
Clean recordSOUND 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryan James Watts is a registered financial advisor based in MYSTIC, Connecticut, affiliated with SOUND PORTFOLIO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SOUND PORTFOLIO ADVISORS, LLC
SOUND PORTFOLIO ADVISORS, LLC
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUND PORTFOLIO ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5170706
Firm CRD# 125511
View on FINRA BrokerCheck →

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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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