Adam Angibeau
Investment adviser representative at Sound Income Strategies, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
- Seminars and workshops
Experience
9 years in the industry.
- Sound Income Strategies, LLCAug 2025 to now
- Retirement Income Source SFGJun 2025 to now
- Henley & PartnersMar 2025 to Jun 2025
- UnemployedJul 2024 to Mar 2025
- Sanford C. Bernstein & Co., LLC.Jul 2023 to Jul 2024
- Modern Advisors LLCJun 2021 to Jun 2023
- Ns Capital LLCMar 2020 to May 2021
- Fidelity InvestmentsSep 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 6191823
- Firm CRD
- 173272