David
Wren
Sovereign Financial Group, Inc
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About this Advisor
David Wren is a financial advisor based in Stamford, Connecticut, working with Sovereign Financial Group, Inc. David has previously held positions at Raymond James Financial Services, Inc, New York Long Term Care Brokers, LTD, Arden Holdings, LLC, Raymond James Financial Services Advisors Inc, High Rock Holdings, LLC, and Sovereign Financial Group, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David is part of Sovereign Financial Group, Inc, which operates out of Stamford, Connecticut. The firm has 18 offices and 24 employees. The firm manages assets totaling $716.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sovereign Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovereign Financial Group, Inc Brokerage Details
$716,898,042
24
2,998
$239,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Wren Work History
Sovereign Financial Group, Inc
High Rock Holdings, LLC
Arden Holdings, LLC
New York Long Term Care Brokers, LTD
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of David Wren 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 Sovereign Financial Group, Inc
Stuart, VA
Colorado Springs, CO
Hudson, NY
Northville, MI
Yardley, PA
Mayflower Mountain, UT
Smithtown, NY
Stamford, CT
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