Financial ADVSR advisor directory · SEC adviser records
Sovran Advisors, LLC financial advisors in Pasadena, CA
Every SEC-registered investment adviser representative at a Sovran Advisors, LLC office in Pasadena, A to Z.
13 registered advisors work at Sovran Advisors, LLC in Pasadena, out of 69 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.
Sovran Advisors, LLC advisors in Pasadena, A to Z
Every Sovran Advisors, LLC advisor →- Harry D. AdinataAlso a broker rep
- Charlie DeaverInvestment adviser rep
- Julie J. FoongAlso a broker rep
- Justin C. GaliettiAlso a broker rep
- Joseph C. Godsey IIICertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Kaleigh R. HollanderAlso a broker rep
- Perry J. Johnson IIICertified Financial Planner · Also a broker rep
- Claudia Y. LinCertified Financial Planner
- Tony RaygozaAlso a broker rep
- Kathleen A. StovelInvestment adviser rep
- Raphy TimourInvestment adviser rep
- Daniel S. VoytkoAlso a broker rep
- Tiffany M. YeeAlso a broker rep
Sovran Advisors, LLC advisors in every city and state →Sovran Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sovran Advisors, LLC advisors in other cities
San Diego, CA 45Costa Mesa, CA 6Woodland Hills, CA 2Dallas, NC 1Petaluma, CA 1Rancho Cucamonga, CA 1
Other firms in Pasadena
All Pasadena advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 129Wedbush Securities Inc. 74Wells Fargo Clearing Services, LLC 68UBS Financial Services Inc. 63LPL Financial LLC 52Cetera Investment Advisers LLC 47J.P. Morgan Securities LLC 43Strategic Advisers LLC 36Charles Schwab & Co., Inc. 26Raymond James & Associates, Inc. 23Tiaa-Cref Individual & Institutional Services, LLC 18
Questions
How many financial advisors does Sovran Advisors, LLC have in Pasadena?
13 investment adviser representatives are registered at Sovran Advisors, LLC offices in Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records, out of 69 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.
Is Sovran Advisors, LLC one of the largest advisor employers in Pasadena?
Sovran Advisors, LLC ranks number 17 in Pasadena by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Sovran Advisors, LLC advisor in Pasadena?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sovran Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.