Theodore
Parker

Sound Portfolio Advisors, LLC

CRD#2362925
Investment Advisor
in Mystic, CT

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About this Advisor

Theodore Parker is a certified financial planner based in Mystic, Connecticut with a total of 24 years of relevant experience. Parker is currently employed by Sound Portfolio Advisors, LLC. Their career trajectory has included roles at Ids Life Insurance Company, Chemical Bank and American Express Financial Advisors Inc. Parker maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Sound Portfolio Advisors, LLC is a firm operating out of Mystic, CT. It oversees $106 million in assets among its 348 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 348 customer accounts, 47% are held by high-net-worth investors who have greater than $1 million in assets. The company offers portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on the financial services provided. However, fees billed by Sound Portfolio Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

24 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

28 Cottrell Street
Mystic, CT 06355

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Sound Portfolio Advisors, LLC Brokerage Details

Total Assets Under Management

$106,448,216

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

3

CT Average: 35
Total Number of Accounts

348

CT Average: 690
Average Account Size

$305,886

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Theodore Parker Work History

Theodore has been registered as a financial advisor for 24 years.*

1995 - Present (29 years)

Ids Life Insurance Company

1995 - Present (29 years)

American Express Financial Advisors Inc

1985 - Present (39 years)

Chemical Bank

*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 Theodore Parker 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 Sound Portfolio Advisors, LLC

Bryan Watts
Mystic, CT
Theodore Parker
Mystic, 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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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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