Bryan Watts has been President, Managing Member of Sound Portfolio Advisors since January 2018, is a control person of the firm and directly owns between 50% and 75% of it. Bryan Watts holds an Economics degree from Boston College.
Sound Portfolio Advisors, LLC is a Mystic, CT firm with $151M under management, 139 clients and 2 advisers in one office, as of its February 2026 filing.
Bryan J. Watts is Managing Partner of Sound Portfolio Advisors, based in Mystic, Connecticut. He focuses on firm oversight as well as strategic asset allocation and financial planning for clients, and has over eighteen years of experience in the financial services industry. Before joining Sound Portfolio Advisors, he worked closely with institutional asset managers in analyzing the equity and fixed income research process and evaluating portfolio performance.
- – present · 8 yearsMystic, CT · Adviser representative · Firm CRD 125511
Professional designations
Listed by Sound Portfolio Advisors
- Certified Financial Planner™
Investment adviser representative registrations
Bryan Watts is registered as an investment adviser representative in Connecticut, since February 2018.
- ConnecticutSince 5 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bryan James Watts
- CRD
- 5170706
- Firm
- Sound Portfolio Advisors · CRD 125511
- Role
- President, Managing Member
- Office
- 28 COTTRELL ST., Mystic, CT 06355
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soundportfolios.com
Where does Bryan Watts work?
Bryan Watts has been President, Managing Member of Sound Portfolio Advisors, LLC since January 2018, and is a control person of the firm.
Is Bryan Watts a financial advisor?
Yes. Bryan Watts has a current investment-adviser registration in Connecticut, through Sound Portfolio Advisors since February 2018.
How many years of experience does Bryan Watts have?
Bryan Watts has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has Bryan Watts passed?
Bryan Watts passed the Series 65 in January 2018.
Where is Bryan Watts based?
Bryan Watts’ registered office is in Mystic, CT.
Is Bryan Watts registered with FINRA?
No. Bryan Watts has no current broker registration.
Is Bryan Watts a CFP?
Sound Portfolio Advisors lists Bryan Watts with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Bryan Watts’ record?
Search CRD 5170706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Watts’ full registration record.
