Barton
Young
Sovereign Financial Group, Inc
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About this Advisor
Barton Young is a financial advisor who works in Stamford, Connecticut with a total of 1 year of industry experience. Young is an advisor for Sovereign Financial Group, Inc. The advisor has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Barton Young & Associates, Rbh Corp, Sovereign Financial Group, Inc, B Young Enterprises, LLC and Iridium Group. Young maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Sovereign Financial Group, Inc is a financial advisory firm operating out of Stamford, CT. The investment advisory business has offices in 12 locations and a total of 21 employees. It has $600 million in assets among its 2,525 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises six charitable organizations. Of its 2,525 customer accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Sovereign Financial Group, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on the type of services provided. Fees billed by Sovereign Financial Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sovereign Financial Group, Inc Brokerage Details
$599,464,093
21
2,525
$237,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Barton Young Work History
Barton has been registered as a financial advisor for 1 years.*
Sovereign Financial Group, Inc
B Young Enterprises, LLC
Raymond James Financial Services Advisors, Inc
Rbh Corp
Raymond James Financial Services, Inc
Barton Young & Associates
Iridium Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barton Young 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
Colorado Springs, CO
Omaha, NE
Hudson, NY
Morrisville, PA
Stamford, CT
Stamford, CT
Smithtown, NY
Wethersfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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