Mark J Biallas
Investment adviser representative at Sound Investment Management Inc
10 yearsExperience
1 stateRegistered in
$255.5MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sound Investment Management, IncMar 2019 to now
- UnemployedOct 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OR).
Sound Investment Management Inc
$255.5MAssets managed
140Clients
4Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836184
- Firm CRD
- 107438