RIA Intelligence

SOUND PORTFOLIO ADVISORS, LLC

CRD #125511 SEC #801-120415 MYSTIC, CT 860-572-2737
SEC Registered
Total AUM
$123.9M
Discretionary
$123.9M
Employees
3
Clients
--
Accounts
350

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PARKER, THEODORE, LEEIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
PARKER, THEODORE, LEEIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
PARKER, THEODORE, LEEIPRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBERD Control
PARKER, THEODORE, LEEIPRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBERD Control
PARKER, THEODORE, LEEIPRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBERD Control
PARKER, THEODORE, LEEIPRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBERD Control
WATTS, BRYAN, JAMESIPRESIDENT, MANAGING MEMBERD Control
WATTS, BRYAN, JAMESIPRESIDENT, MANAGING MEMBERD Control
PARKER, THEODORE, LEEIFINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER, MEMBERC Control
PARKER, THEODORE, LEEIFINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER, MEMBERC Control
WATTS, BRYAN, JAMESIFINANCIAL ADVISERC
WATTS, BRYAN, JAMESIFINANCIAL ADVISERC
WATTS, BRYAN, JAMESIFINANCIAL ADVISER AND MEMBERC Control
WATTS, BRYAN, JAMESIFINANCIAL ADVISER AND MEMBERC Control
WATTS, BRYAN, JAMESIFINANCIAL ADVISER AND MEMBERC Control
WATTS, BRYAN, JAMESIFINANCIAL ADVISER AND MEMBERC Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (5)

CT FL NH NY PA

Address

28 COTTRELL ST.
MYSTIC, CT 06355
United States
Phone: 860-572-2737