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Theodore Lee Parker

SOUND PORTFOLIO ADVISORS, LLC·MYSTIC, Connecticut
Series 7, Series 63, Series 65Clean record26 years registeredSOUND PORTFOLIO ADVISORS, LLC
28 COTTRELL ST., MYSTIC, CT 06355CRD# 2362925Firm CRD# 125511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Lee Parker · MYSTIC, CT
Registration
CRD #2362925 · SOUND PORTFOLIO ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

SOUND PORTFOLIO ADVISORS, LLC
Nov 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 8, 1999
Years registered · 26
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 →
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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 at SOUND PORTFOLIO ADVISORS, LLC

Bryan James Watts
MYSTIC, CT

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