Eric
Peck
Southport Station Financial Management, LLC
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About this Advisor
Eric Peck is a financial advisor based out of Southport, Connecticut with a total of 3 years of relevant experience. Peck is an advisor for Southport Station Financial Management, LLC. Over the course of their career, they have held roles at Univeristy Of Alabama, Spic And Span Market, Southport Station Financial Management, J&G Group, Inc Dba Jpr Mechanical, Inc, Walsh Construction Company Ii, LLC and Southport Station Financial Management, LLC. Peck holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Connecticut and Texas. Southport Station Financial Management, LLC is a company that has its headquarters in Southport, CT. The investment advisory business has offices in two locations and just three people on staff. It controls $158 million in total assets between its 308 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 308 customer accounts, 47% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on which service is offered. Fee types charged by Southport Station Financial Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southport Station Financial Management, LLC Brokerage Details
$157,614,374
3
308
$511,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Peck Work History
Eric has been registered as a financial advisor for 3 years.*
Southport Station Financial Management, LLC
Walsh Construction Company Ii, LLC
J&G Group, Inc Dba Jpr Mechanical, Inc
Spic And Span Market
Southport Station Financial Management
Univeristy Of Alabama
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Peck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Southport Station Financial Management, LLC
Southport, CT
Southport, CT
Southport, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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