Sovereign Financial Group, Inc.
Sovereign Financial Group, Inc. (CRD# 294314) is a financial advisory firm headquartered in Stamford, CT. They manage $716,898,042 in 2,998 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management717MILLION
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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
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.
John Buoni (CRD# 2943956) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 26 years of experience in the finance industry.
Robert Chedester (CRD# 6640987) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stuart, VA and has over 7 years of experience in the finance industry.
Charles Failla (CRD# 2628097) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 28 years of experience in the finance industry.
Prather Hill (CRD# 1009025) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Yardley, PA and has over 36 years of experience in the finance industry.
John Kochersperger (CRD# 2724807) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Mayflower Mountain, UT and has over 27 years of experience in the finance industry.
Patricia Ludgate (CRD# 3171174) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Wyomissing, PA and has over 20 years of experience in the finance industry.
Steven Massey (CRD# 1161171) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Milford, CT and has over 25 years of experience in the finance industry.
Bruce Palen (CRD# 1023008) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Northville, MI and has over 42 years of experience in the finance industry.
David Primozich (CRD# 2731982) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Wethersfield, CT and has over 26 years of experience in the finance industry.