Sovereign Financial Services
Sovereign Financial Services (CRD# 127151) is a financial advisory firm headquartered in Rocky Hill, CT. They manage $23,434,023 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$384,164
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Sovereign Financial Services
1
Brendan Donahue (CRD# 5200848) is an Investment Advisor Representative working at Sovereign Financial Services in Rocky Hill, CT and has over 16 years of experience in the finance industry.
2
Mark Mazzone (CRD# 4666857) is an Investment Advisor Representative working at Sovereign Financial Services in Rocky Hill, CT and has over 22 years of experience in the finance industry.
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