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Theodore Lee Parker

SOUND PORTFOLIO ADVISORS, LLC·MYSTIC, Connecticut
Unclaimed Profile
28 COTTRELL ST., MYSTIC, CT 06355CRD# 2362925Firm CRD# 125511
01

About

Theodore Lee Parker 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
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# 2362925
Firm CRD# 125511
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Lee Parker offer?
Theodore Lee Parker specializes in Investment Management, Fee-Only Advisory. Contact their office in MYSTIC, Connecticut for a consultation.
What are Theodore Lee Parker's credentials?
Theodore Lee Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Lee Parker located?
Theodore Lee Parker 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 Theodore Lee Parker charge for services?
Theodore Lee Parker'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 in MYSTIC
Bryan James Watts — SOUND PORTFOLIO ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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