Sound Portfolio Advisors, LLC

Sound Portfolio Advisors, LLC (CRD# 125511) is a financial advisory firm headquartered in Mystic, CT. They manage $115,909,407 in 352 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
28 Cottrell St., Mystic, CT 06355
http://www.soundportfolios.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $329,288
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NY, PA

Financial Advisors at Sound Portfolio Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore Parker, financial advisor Mystic CT
Theodore L. Parker
CRD#: 2362925
28 Cottrell Street, Mystic, CT 06355

Theodore Parker (CRD# 2362925) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 30 years of experience in the finance industry.

2
Bryan Watts, financial advisor Mystic CT
Bryan J. Watts
CRD#: 5170706
28 Cottrell St., Mystic, CT 06355

Bryan Watts (CRD# 5170706) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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