Become a Client

Become a Client2017-06-29T12:02:54-04:00

To get started, download our simple, one-page Investment Advisory Agreement and Confidential Client Profile.  Then complete and return the Advisory Agreement and your Client Profile to us:

  • via email* at,

  • or by fax (727) 483-7455,

  • or by regular mail:  Successful Portfolios | 611 Druid Road East, Suite 407 | Clearwater, FL 33756.

Call us at  (727) 744-3614 if you need assistance.

Send us a secure message anytime by using the form below.

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*Pro Tip:  Consider using your cell phone or mobile device to take a picture of your completed new account paperwork then email to

Before investing, Successful Portfolios recommends you complete the award-winning FinaMetrica Risk Tolerance Assessment. It’s fun and available free of charge right here on our website. Thank you!

FinaMetrica Risk Tolerance Profiling