Myles Boege (CRD# 5108846) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Smithtown, NY and has over 15 years of experience in the finance industry. Myles Boege has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Financial Group, Inc. | Stamford, CT | Oct 2022 - Current | 1 |
| Guardian Life Insurance Co Of America | New York, NY | Feb 2016 - Oct 2022 | 6 |
| Park Avenue Securities, LLC | New York, NY | Feb 2016 - Oct 2022 | 6 |
| Mml Investors Services Inc. | New York, NY | Oct 2008 - Feb 2016 | 7 |
| Massmutual | New York, NY | Aug 2006 - Jan 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- NY
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Total Assets Under Management717MILLIONS
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Total Number of Accounts2,998ACCOUNTS
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Average Account Value$239,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, RI, TX, UT, VA, WA
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