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
21 New Britain Avenue, Suite 110, Rocky Hill, CT 06067
http://www.dagostinoandmazzone.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Sovereign Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Brendan Donahue, financial advisor Rocky Hill CT
Brendan J. Donahue
CRD#: 5200848
21 New Britain Avenue, Suite 110, Rocky Hill, CT 06067

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, financial advisor Rocky Hill CT
Mark J. Mazzone
CRD#: 4666857
21 New Britain Ave, Suite 110, Rocky Hill, CT 06067

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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