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SOUND PORTFOLIO ADVISORS, LLC
SOUND PORTFOLIO ADVISORS, LLC
MYSTIC, Connecticut
·
2 registered advisors
·
CRD# 125511
SEC# 801-120415
0
860-572-2737
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SOUND PORTFOLIO ADVISORS, LLC
2 registered advisors
Bryan James Watts
MYSTIC, Connecticut
CRD# 5170706
Theodore Lee Parker
MYSTIC, Connecticut
CRD# 2362925
05
Office Locations
MYSTIC, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. SOUND PORTFOLIO ADVISORS, LLC (CRD# 125511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.