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David Brezina

Investment adviser representative at Southport Station Financial Management in Seymour, CT

Investment adviser registrationUpdated

David Brezina is an investment adviser representative at Southport Station Financial Management, LLC, an investment adviser managing $192M, and works from its Seymour, CT office. David Brezina has been registered through Southport Station Financial Management since 11 August 2008, has 18 years in the industry across 1 firm and has passed the Series 65.

18
Years in industry
18
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

David Brezina has been an investment adviser representative at Southport Station Financial Management since August 2008, and is not listed among the firm’s executive officers or direct owners.

Southport Station Financial Management, LLC is a Southport, CT firm with $192M under management, 182 clients and 3 advisers across 3 offices, as of its March 2026 filing.

  1. – present · 18 years
    Seymour, CT · Adviser representative · Firm CRD 146270

Credentials and registrations

Investment adviser representative registrations

David Brezina is registered as an investment adviser representative in Connecticut, since August 2008.

  • ConnecticutSince 11 August 2008

Examinations

Series 658 August 2008
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
David Mark Brezina
CRD
5515306
Office
Seymour, CT
Registration
Investment adviser registration
In the industry since
August 2008
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does David Brezina work?

David Brezina is an investment adviser representative registered through Southport Station Financial Management, LLC since August 2008, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is David Brezina a financial advisor?

Yes. David Brezina has a current investment-adviser registration in Connecticut, through Southport Station Financial Management since August 2008.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does David Brezina have?

David Brezina has 18 years in the financial industry, since August 2008, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has David Brezina passed?

David Brezina passed the Series 65 in August 2008.

Source: IAPD individual record, checked 22 October 2026

Where is David Brezina based?

David Brezina’s registered office is in Seymour, CT.

Source: IAPD individual record, checked 22 October 2026

Is David Brezina registered with FINRA?

No. David Brezina has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify David Brezina’s record?

Search CRD 5515306 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Brezina’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Southport Station Financial Management

Sources

  1. IAPD individual record, CRD 5515306, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Southport Station Financial Management, LLC, filed 24 March 2026. Executive officers and direct owners; this person is not among them.