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David A Tetley

Sound Income Strategies, LLC

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About David A Tetley

David Tetley is an investment advisor representative associated with Sound Income Strategies, LLC. David has been in the industry for over 35 years and has held several positions in financial services. He holds Series 6, 22, and 63 licenses. David is registered to provide investment advisory services in Connecticut. David's experience and qualifications position him to provide a range of financial services to individuals, corporations and investment companies.

Firm Information

David Tetley is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Tetley’s Registration & Firm History

CT

04/30/2019 - Present

Sound Income Strategies, LLC (Fairfield CT)

CT

08/07/1986 - 02/17/2011

NEW ENGLAND SECURITIES (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 05/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for David A Tetley. Review regulatory record here.
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