David Mark Brezina
Investment adviser representative at Southport Station Financial Management, LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$192.1MFirm assets
Are you David Mark Brezina? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Southport Station Financial Management, LLCMar 2008 to now
- Barth Insurance AgencyJan 1998 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CT).
Southport Station Financial Management, LLC
$192.1MAssets managed
182Clients
3Advisers
18 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
- 5515306
- Firm CRD
- 146270