Judson Pyatt
Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Nashville, TN 37203
Credentials
CFP®, Series 63
Industry experience
16 years
Judson Pyatt is a CFP® with 16 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at MassMutual Investors Services, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory work, he is involved in a leadership coaching and support role with the BNI Networking Group. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse clientele including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and affiliated business lines.
Based on Sound Income Strategies, LLC
Based on Sound Income Strategies, LLC
Financial planning fees can be fixed fees negotiated in advance per plan
$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention
Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC
Financial planning services hourly fees with a minimum of $300 per plan
Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services
3322 West End Avenue, Suite 375
Nashville, TN 37203
Alabama · Tennessee
Sound Income Strategies LLC
2024 - Present (2 years)
Retirement Income Solutions
2024 - Present (2 years)
Mass Mutual Investors Services
2019 - 2023 (4 years)
MassMutual life Insurance Company
2019 - 2024 (5 years)
Guardian life Insurance
2017 - 2019 (2 years)
Park Avenue securities
2017 - 2019 (2 years)
Pyatt Financial Group
2014 - 2016 (2 years)
NyLife Securities LLC
2009 - 2016 (7 years)
NEW YORK LIFE Insurance Co.
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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