Investment adviser representative · Sovereign Wealth Office LLC
Dalton N. Boatright
CRD 6700803 · St. Augustine, FL
At a glance
Dalton N. Boatright is an investment adviser representative with Sovereign Wealth Office LLC in St. Augustine, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dalton’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Sovereign Wealth Office LLCSince February 2026St. Augustine, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Dalton’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
- 3 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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