Kaleigh
Hollander

Sovran Advisors, LLC

CRD#5727984
Investment Advisor
in San Diego, CA

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About this Advisor

Kaleigh Hollander is a financial advisor based in San Diego, California, working with Sovran Advisors, LLC. Kaleigh has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Financial, Massmutual Life Insurance, Mml Investors Services, Cetera Advisor Networks, Sovran Advisors LLC - Crd 329415, and James Loken. Kaleigh has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kaleigh is part of Sovran Advisors, LLC, which operates out of San Diego, California. The firm has 4 offices and 45 employees. The firm manages assets totaling $841.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sovran Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N. Suite 1350
San Diego, CA 92108

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Sovran Advisors, LLC Brokerage Details

Total Assets Under Management

$841,576,392

CA Average: $7,578,581,321
Total Number of Employees

45

CA Average: 43
Total Number of Accounts

3,480

CA Average: 3,727
Average Account Size

$241,832

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kaleigh Hollander Work History

2024 - Present (0 year)

Cetera Advisor Networks

2024 - Present (0 year)

Sovran Advisors LLC - Crd 329415

2020 - Present (4 years)

Massmutual Life Insurance

2020 - Present (4 years)

Mml Investors Services

2020 - Present (4 years)

James Loken

2018 - 2020 (2 years)

Thrivent Financial

2010 - 2020 (10 years)

Thrivent Investment Management Inc

2009 - 2018 (9 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Kaleigh Hollander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sovran Advisors, LLC

Shannon Neimeyer
San Diego, CA
Pamela Castanon
San Diego, CA
Christopher Kilrain
San Diego, CA
Ashten Barber
San Diego, CA
Edward Parker
San Diego, CA
Royceton Pinder
San Diego, CA
Andrew Baker
San Diego, CA
Erica Cordova
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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