Southport Station Financial Management, LLC

Southport Station Financial Management, LLC (CRD# 146270) is a financial advisory firm headquartered in Southport, CT. They manage $168,755,015 in 371 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
368 Center Street, Southport, CT 06890
https://www.southportstation.com/
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $454,865
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
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, FL, NH, NY, TX

Financial Advisors at Southport Station Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Brezina, financial advisor Southport CT
David M. Brezina
CRD#: 5515306
368 Center Street, Southport, CT 06890

David Brezina (CRD# 5515306) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has over 13 years of experience in the finance industry. David Brezina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas Turiano, financial advisor Southport CT
Thomas A. Turiano
CRD#: 4290177
368 Center Street, Southport, CT 06890

Thomas Turiano (CRD# 4290177) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has over 20 years of experience in the finance industry. Thomas Turiano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric Peck, financial advisor Southport CT
Eric C. Peck
CRD#: 6711989
368 Center Street, Southport, CT 06890

Eric Peck (CRD# 6711989) is an Investment Advisor Representative working at Southport Station Financial Management, LLC in Southport, CT and has 1 year 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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