What departments does Successful Portfolios LLC have?

Successful Portfolios LLC has employees across 1 departments including Analytics.

What is the largest department at Successful Portfolios LLC?

The largest department at Successful Portfolios LLC is Analytics with 1 employees.

Where are Successful Portfolios LLC employees located globally?

Successful Portfolios LLC has employees across 1 continents and 1 countries including United States Of America.

How has Successful Portfolios LLC's team size changed over time?

Successful Portfolios LLC's team has grown from approximately 3 to 4 employees based on available data.

Learn more at LeadIQ.com

Successful Portfolios LLC Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Successful Portfolios LLC is an independent SEC-registered investment advisor based in Clearwater, Florida, founded in 2010. It helps clients plan and manage separate accounts at Interactive Brokers and Charles Schwab, offering portfolio management, investment opportunity identification, and retirement income planning. The firm serves more than 150 clients and oversees assets under management exceeding $240 million. As a fee-only fiduciary, it emphasizes personalized guidance, transparency, and long-term relationships. Led by Parker Evans, CFA, CFP, and Joe Baer, APMA, the team combines rigorous analysis with technology and tax-aware planning to support clients through varying market conditions. A 2024 development noted in client activity includes adding a stake in the iShares MSCI USA Momentum Factor ETF.

Successful Portfolios LLC Global Highlights

North America
9

United States Of America
9

Successful Portfolios LLC's Leadership

P. E.
President And Founder
Mobile Phone
Email
B.
Portfolio Manager
Mobile Phone
Email
B. N.
Portfolio Manager
Mobile Phone
Email
D. W.
Registered Client Service Associate
Mobile Phone
Email
J. B.
Investment Analyst
Mobile Phone
Email
C. M.
Mobile Phone
Email
I. S.
Mobile Phone
Email

Successful Portfolios LLC Employee Metrics

100%

50%

2026

2025

Business
Entrepreneurship
Finance
Other
Banking

Contact profiles from Successful Portfolios LLC

Name

Title

Contact

Location

Last Update

P. E.
President And Founder
Mobile Phone
Email
United States, Florida
Oct 23, 2025
B.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. N.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
D. W.
Registered Client Service Associate
Mobile Phone
Email
United States, Florida
Jan 12, 2026
J. B.
Investment Analyst
Mobile Phone
Email
United States, Florida
Sep 10, 2025
C. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
I. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Successful Portfolios LLC known for?

Successful Portfolios LLC was founded in 2010 and operates in the Investment Management industry. You can contact Successful Portfolios LLC's main corporate office by phone at

+1-727-744-****

. Explore Successful Portfolios LLC's company overview page for more information.

What is Successful Portfolios LLC's most common email format?

Successful Portfolios LLC employees' email format typically follows the pattern of FirstLast@successfulportfolios.com. Trying to find reliable and up-to-date employee contact data? Find more Successful Portfolios LLC email formats with LeadIQ.

How many employees does Successful Portfolios LLC have currently?

Successful Portfolios LLC has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Successful Portfolios LLC's key employees and leadership?

As of August 2026, Successful Portfolios LLC's key employees include:

President And Founder: P. E.
Portfolio Manager: B.
Portfolio Manager: B. N.
Registered Client Service Associate: D. W.
Investment Analyst: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Successful Portfolios LLC Employee Directory

Find Successful Portfolios LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead