AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

David Mark Brezina

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC·SOUTHPORT, Connecticut
Series 65Clean record18 years registeredSOUTHPORT 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
Aug 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270 · SEC 801-68863
AUM
$175M
Regulatory assets under management
Employees
3
292 client accounts
Services offered by SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTHPORT?

Browse all registered financial advisors in SOUTHPORT, Connecticut or claim this profile if it's yours.

Browse SOUTHPORT AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

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

More Advisors in SOUTHPORT, Connecticut

Cesar Gonzalez Manent
5TH STREET ADVISORS, LLC·SOUTHPORT, CT
Chung Hyun Lew
APEX CAPITAL MANAGEMENT (NEW YORK) LLC·SOUTHPORT, CT
Edmund Harold Nicklin
WESTPORT ASSET MANAGEMENT INC·SOUTHPORT, CT
Abelardo Santiago Curdumi
5TH STREET ADVISORS, LLC·SOUTHPORT, CT
Richard Nmn Cheung
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.·SOUTHPORT, CT
Shane Dee Pendley
5TH STREET ADVISORS, LLC·SOUTHPORT, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile