Unclaimed Profile

Michael S Jelormine

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC·SOUTHPORT, Connecticut

SIE, Series 7, Series 24, Series 51, Series 66PFSClean record28 years registeredSOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

368 CENTER STREET, SOUTHPORT, CT 06890CRD# 2911487Firm CRD# 146270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael S Jelormine · SOUTHPORT, CT

Registration

CRD #2911487 · SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Apr 2008 – Aug 2018

NAPLES, FL

LPL FINANCIAL CORPORATION

Nov 1997 – Apr 2008

SOUTHPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · November 19, 1997

Years registered · 28

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

CRD 146270 · SEC 801-68863

AUM

$175M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Michael S Jelormine offer?

Michael S Jelormine specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael S Jelormine's credentials?

Michael S Jelormine holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael S Jelormine located?

Michael S Jelormine is based in SOUTHPORT, Connecticut, last registered with SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC.

How does Michael S Jelormine charge for services?

Michael S Jelormine'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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