Eric
Peck

Southport Station Financial Management, LLC

CRD#6711989
Investment Advisor
in Southport, CT

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About this Advisor

Eric Peck is a financial advisor based in Southport, Connecticut, working with Southport Station Financial Management, LLC. Eric has previously held positions at 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. Eric has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Eric is part of Southport Station Financial Management, LLC, which operates out of Southport, Connecticut. The firm has 2 offices and 3 employees. The firm manages assets totaling $174.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Southport Station Financial Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

368 Center Street
Southport, CT 06890

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Southport Station Financial Management, LLC Brokerage Details

Total Assets Under Management

$174,537,320

CT Average: $5,297,377,271
Total Number of Employees

3

CT Average: 35
Total Number of Accounts

292

CT Average: 690
Average Account Size

$597,731

CT Average: $7,677,358

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

2020 - Present (4 years)

Southport Station Financial Management, LLC

2019 - 2020 (1 year)

Walsh Construction Company Ii, LLC

2018 - 2019 (1 year)

J&G Group, Inc Dba Jpr Mechanical, Inc

2014 - 2014 (< 1 year)

Spic And Span Market

2014 - 2018 (4 years)

Southport Station Financial Management

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

Eric Peck
Southport, CT
Thomas Turiano
Southport, CT
David Brezina
Southport, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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