Sound Portfolio Advisors, LLC

Sound Portfolio Advisors, LLC (CRD# 129896) is a financial advisory firm headquartered in Mystic, CT. They manage $28,976,607 in 171 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $169,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, ID, LA, MA, MT, PA

Financial Advisors at Sound Portfolio Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karl D. Meyer
CRD#: 1436740
3 Fort Rachel Place, Mystic, CT 06355
93
Wealthminder
score

Karl Meyer (CRD# 1436740) 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
William P. Middleton
CRD#: 2259637
3 Fort Rachel Place, Mystic, CT 06355
93
Wealthminder
score

William Middleton (CRD# 2259637) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 24 years of experience in the finance industry.

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