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SOVEREIGN FINANCIAL GROUP, INC.
CRD 294314 · SEC 801-114529
35 WEST BROAD STREET, SUITE 100, STAMFORD, CT, 06902, United States
Phone
(888) 765-8180
Fax
(888) 765-8195
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.06B
Team
31 total employees; 23 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1006 | $294.6M |
| High net worth individuals | 282 | $769.0M |
| Charitable organizations | 12 | $13.8M |
| Corporations/business entities | 12 | $2.1M |
States served
AZ, CA, CO, DE, GA, IL, LA, ME, MD, MA, MI, NE, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/danpascone/
- https://www.stonearchwealth.com/
- https://www.youtube.com/@sovereignfinancialgroupinc2943
- https://www.instagram.com/venturestonewealth?igsh=MTRiMnp2Nm13eGc0Nw==
- https://www.youtube.com/@sovereignadvisorsolutions8674
- https://www.facebook.com/TailoredWealth1
- https://x.com/tailoredwealth1?fbclid=IwY2xjawOnvP9leHRuA2FlbQIxMABicmlkETBLeWtjMFRNU21SNkhxVXR5c3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwM
- https://chedesterfinancial.com
- https://www.sovereignadvisorsolutions.com/
- https://www.facebook.com/share/1ACgbq5hPt/?mibextid=wwXIfr
- https://www.instagram.com/danpascone/
- https://www.instagram.com/sovereign_financial_group/
- https://www.facebook.com/SFgroupinc
- https://www.venturestonewealth.com/
- https://www.linkedin.com/in/clint-chedester/
- https://www.instagram.com/venturestonewealth/
- https://twitter.com/SF_Group_Inc
- https://www.youtube.com/@makingsenseofyourmoneypodcast
- https://www.linkedin.com/company/venture-stone-wealth-management/
- https://www.yourtailoredwealth.com
- https://www.linkedin.com/company/sovereign-financial-group-inc/
- https://www.investmentnews.com/goria/podcasts
- https://www.linkedin.com/company/venture-stone-wealth-management/about/
- https://www.sfgroupinc.com/
- https://www.youtube.com/@DanPascone
- https://www.facebook.com/MasseyFinancialServices
- https://www.facebook.com/stonearchwealth
- https://www.massey.financial
Official SEC filing: View on IAPD