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).
-
Total Assets Under Management169MILLION
-
Total Number of Accounts371ACCOUNTS
-
Average Account Value$454,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

CT, FL, NH, NY, TX
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.
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.
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.