Southport Station Financial Management, LLC

Southport Station Financial Management, LLC (CRD# 146270) is a financial advisory firm headquartered in Southport, CT. They manage $120,100,642 in 288 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $417,016
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, NY, TX

Financial Advisors at Southport Station Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David M. Brezina
CRD#: 5515306
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 11 years of experience in the finance industry.

2
Thomas A. Turiano
CRD#: 4290177
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 18 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.

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