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David Mark Brezina

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC·SOUTHPORT, Connecticut
Clean recordSOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
368 CENTER STREET, SOUTHPORT, CT 06890CRD# 5515306Firm CRD# 146270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Mark Brezina · SOUTHPORT, CT
Registration
CRD #5515306 · SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Mark Brezina is a registered financial advisor based in SOUTHPORT, Connecticut, affiliated with SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5515306
Firm CRD# 146270
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Mark Brezina offer?
David Mark Brezina specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are David Mark Brezina's credentials?
David Mark Brezina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Mark Brezina located?
David Mark Brezina is based in SOUTHPORT, Connecticut, working with SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does David Mark Brezina charge for services?
David Mark Brezina's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC?
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Michael S Jelormine
SOUTHPORT, CT
Thomas Anthony Turiano
SOUTHPORT, CT

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Research
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