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Financial Advisor, Chief Compliance Officer, Member · Sound Portfolio Advisors, LLC

Theodore L. Parker

CRD 2362925 · Named on Form ADV at one SEC-registered adviser

At a glance

Sound Portfolio Advisors, LLC, an SEC-registered wealth manager based in Mystic, CT with $151 million in regulatory assets, lists Theodore L. Parker on its Form ADV as Financial Advisor, Chief Compliance Officer, Member, a control person.

Firms and roles

AtlasMembers

Theodore’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bryan J. WattsPresident, Managing Member, Sound Portfolio Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Theodore’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.