Sovereign Financial Group, Inc logo

Sovereign Financial Group, Inc Employee Directory

Investment ManagementNew York, United States11-50 Employees

Sovereign Financial Group, Inc. operates as an independent, family-owned investment advisory firm based in New York, focusing on integrated and unbiased financial guidance for clients’ diverse needs. The firm emphasizes its independence as a core value, aiming to provide objective advice without a product to push, and positioning itself as an advocate that coordinates various financial services to meet client goals.

Serving the investment management sector, Sovereign Financial Group targets individuals seeking comprehensive, impartial financial planning and advisory services. The company highlights a background in private client work and continues to employ seasoned professionals to support clients, situating itself among other established financial services providers in the broader New York area.

Find Sovereign Financial Group, Inc employees' phone numbers or email addresses

Sovereign Financial Group, Inc Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Africa
2

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  • Nigeria
    2

Oceania
1

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  • Australia
    1

Sovereign Financial Group, Inc's Leadership

  • Stylized image of a person
    C. S.
    President
    Phone icon
  • Stylized image of a person
    L. M.
    Managing Director
    Phone icon
  • Stylized image of a person
    U. A.
    Deputy Trade Manager
    Phone icon
  • Stylized image of a person
    R. H.
    Financial Adviser
    Phone icon
  • Stylized image of a person
    D. W.
    Financial Advisor
    Phone icon

Sovereign Financial Group, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Sales
  • Accounting
  • Other
  • Administrative

Contact profiles from Sovereign Financial Group, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    Managing Director
    Phone icon
    AustraliaVictoria
    Apr 15, 2026
  • Stylized image of a person
    U. A.
    Deputy Trade Manager
    Phone icon
    Nigeria
    Jun 01, 2026
  • Stylized image of a person
    R. H.
    Financial Adviser
    Phone icon
    Nov 05, 2025
  • Stylized image of a person
    D. W.
    Financial Advisor
    Phone icon
    Feb 23, 2025

Frequently Asked Questions

What is Sovereign Financial Group, Inc known for?

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Sovereign Financial Group, Inc was founded in 1999 operates in the Investment Management industry. Explore Sovereign Financial Group, Inc's company overview page for more information.

What is Sovereign Financial Group, Inc's most common email format?

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Sovereign Financial Group, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sovereign Financial Group, Inc email formats with LeadIQ.

How many employees does Sovereign Financial Group, Inc have currently?

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Sovereign Financial Group, Inc has approximately 27 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

Who are Sovereign Financial Group, Inc's key employees and leadership?

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As of July 2026, Sovereign Financial Group, Inc's key employees include:

  • President: C. S.
  • Managing Director: L. M.
  • Deputy Trade Manager: U. A.
  • Financial Adviser: R. H.
  • Financial Advisor: D. W.

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