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
Brittany Rogers (CRD# 6920195) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Colorado Springs, CO and has over 6 years of experience in the finance industry.
Rosemary Taverna (CRD# 1244454) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 39 years of experience in the finance industry.
Barton Young (CRD# 2324545) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 30 years of experience in the finance industry.
John Dady (CRD# 2421007) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Hudson, NY and has over 27 years of experience in the finance industry.
David Feldman (CRD# 5420966) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 5 years of experience in the finance industry.
David Wren (CRD# 1254814) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stamford, CT and has over 35 years of experience in the finance industry.