Investment adviser representative · Sovran Advisors, LLC
Charlie Deaver
CRD 8036678 · Pasadena, CA
At a glance
Charlie Deaver is an investment adviser representative with Sovran Advisors, LLC in Pasadena, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charlie’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Sovran Advisors, LLCSince January 2025Pasadena, CA · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charlie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.