John
Buoni

Sovereign Financial Group, Inc

CRD#2943956
Investment Advisor
in Stamford, CT

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About this Advisor

John Buoni is a financial advisor based in Stamford, Connecticut, working with Sovereign Financial Group, Inc. John has previously held positions at Sovereign Financial Group, Inc and Janney Montgomery Scott LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Delaware. Currently, John 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

Series 66, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

35 West Broad Street Suite 100
Stamford, CT 06902

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Sovereign Financial Group, Inc Brokerage Details

Total Assets Under Management

$716,898,042

CT Average: $5,297,377,271
Total Number of Employees

24

CT Average: 35
Total Number of Accounts

2,998

CT Average: 690
Average Account Size

$239,125

CT Average: $7,677,358

Investment Advisory Services

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

John Buoni Work History

2023 - Present (1 year)

Sovereign Financial Group, Inc

2006 - 2023 (17 years)

Janney Montgomery Scott LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Buoni 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

Robert Chedester
Stuart, VA
Brittany Rogers
Colorado Springs, CO
John Dady
Hudson, NY
Prather Hill
Yardley, PA
Bruce Palen
Northville, MI
John Kochersperger
Mayflower Mountain, UT
Myles Boege
Smithtown, NY
John Buoni
Stamford, CT

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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