Sovereign Financial Group, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

294314

SEC number

801-114529

Firm type

RIA

Assets under management

$1.1B as of Jun 5, 2026

Website

www.youtube.com/@sovereignadvisorsolutions8674 ↗

Phone

(888) 765-8180

Address

35 West Broad Street, Stamford, CT, 06902

Advisors at this firm

23 in our index · page 1 of 1

• Joseph W BedfordCRD 5028646 · Knoxville, TN
  IA Registered
• Myles Warren BoegeCRD 5108846 · Smithtown, NY
  IA RegisteredRegistration inactive
• John Raymond BuoniCRD 2943956 · Wilmington, DE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Clinton ChedesterCRD 6640987 · Stuart, VA
  IA RegisteredRegistration inactive
• John Christian DadyCRD 2421007 · Hudson, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles L. FaillaCRD 2628097 · Stamford, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Joshua FeldmanCRD 5420966 · New York, NY
  IA Registered
• Matthew James FoedererCRD 7407637 · Mount Pleasant, SC
  IA Registered
• Thomas Allen GrifforeCRD 3270074 · Novi, MI
  IA RegisteredRegistration inactive
• Prather Randolph HillCRD 1009025 · Yardley, PA
  IA RegisteredRegistration inactive
• John Karl KocherspergerCRD 2724807 · Herber City, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patricia Jane LudgateCRD 3171174 · Wyomissing, PA
  IA RegisteredRegistration inactive
• Steven Alexander MasseyCRD 1161171 · Milford, CT
  IA RegisteredRegistration inactive
• Bruce Blase PalenCRD 1023008 · Northville, MI
  IA RegisteredRegistration inactive
• Daniel Carl PasconeCRD 5055826 · Fairfield, CT
  IA RegisteredRegistration inactive
• David Roger PrimozichCRD 2731982 · Wethersfield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Brittany Jean RogersCRD 6920195 · Colorado Springs, CO
  IA Registered
• Caryn J SmithCRD 7026010 · Scottsdale, AZ
  IA Registered
• Rosemary TavernaCRD 1244454 · Stamford, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas Donald ThiedeCRD 6726561 · Laingsburg, MI
  IA Registered
• David Russell WrenCRD 1254814 · Saratoga Springs, NY
  IA RegisteredRegistration inactive
• Clifford WallachCRD 8178216 · Stamford, CT
  IA Registered
• Barton Lester YoungCRD 2324545 · Minneola, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.