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Bryan James Watts

Sound Portfolio Advisors, LLC

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About Bryan James Watts

Bryan Watts is an investment advisor representative with Sound Portfolio Advisors, LLC, in Mystic, Connecticut. Bryan has been in the financial services industry since 2007 and has a Series 65 license. Bryan's experience includes working with BondEdge Solutions and FactSet Research Systems. Bryan is also an active Investment Advisor Representative and has a Series 65 license. Bryan specializes in working with high-net-worth individuals. Bryan is a registered Investment Advisor Representative in Connecticut.

Firm Information

Bryan Watts is currently registered with Sound Portfolio Advisors, LLC. Sound Portfolio Advisors, LLC is an investment advisor based in Mystic, CT. The firm manages approximately $123,941,039 in assets for 350 accounts, primarily for high-net-worth individuals and other individuals. The firm provides portfolio management for individuals.
Sound Portfolio Advisors, LLC

28 COTTRELL ST.

MYSTIC, CT 06355

$123.94M

Assets Under Management

136

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Watts’s Registration & Firm History

CT

02/05/2018 - Present

Sound Portfolio Advisors, LLC (MYSTIC CT)

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Licenses & Designations

IA

Issued 01/29/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan James Watts.
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