Sovereign Global Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

68 S Service Rd Ste 100, Melville, New Y...

Phone Number

(631) 760-0026

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
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1
1

About Sovereign Global Advisors

Sovereign Global Advisors is an investment firm that focuses on providing flexible and holistic support to independent advisors, high net worth families, and corporations. Founded by John Dragotta, the firm aims to create a client-focused and results-driven environment for its clients and partners. With over two decades of experience, Sovereign offers a range of options tailored to fit the unique needs of its advisors and their businesses. The company is committed to delivering the right infrastructure for success as its clients grow.Explore more
Sovereign Global Advisors's Social MediaPopular SearchesSovereign Global AdvisorsSovereign Global Advisors LLCSovereign Gl LLCSovereign GlobalSIC Code 62,628NAICS Code 52,523Show more

Sovereign Global Advisors Org Chart

John Dragotta, Chief Executive Officer at Sovereign Global Advisors
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Chief Executive Officer

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Jessica LaFata, Chief Operating Officer & Team Leader, Recruitment at Sovereign Global Advisors
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Chief Operating Officer & Team Leader, Recrui...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sovereign Global Advisors

<$5M
11-50
Private
-
2009
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
<$5M
2007
SE
Susan EllisVice President, Finance, Data Management & Systems
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sovereign Global Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sovereign Global Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sovereign Global Advisors.

Sovereign Global Advisors Tech Stack

A closer look at the technologies used by Sovereign Global Advisors

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Frequently Asked Questions Regarding Sovereign Global Advisors

What is Sovereign Global Advisors's official website?
Sovereign Global Advisors's official website is www.sovereignglobaladvisors.com
What is Sovereign Global Advisors's Revenue?
Sovereign Global Advisors's revenue is <$5 Million
What is Sovereign Global Advisors's SIC code?
Sovereign Global Advisors's SIC: 62,628
What is Sovereign Global Advisors's NAICS code?
Sovereign Global Advisors's NAICS: 52,523
How many employees does Sovereign Global Advisors have?
Sovereign Global Advisors has 11-50 employees
What industry does Sovereign Global Advisors belong to?
Sovereign Global Advisors is in the industry of: Finance, Securities Trading
What is Sovereign Global Advisors competition?
Sovereign Global Advisors top competitors include: TZP Retirement Services, KASE Wealth Advisors, Westex Investment Services, Wealth Management Group
What technology does Sovereign Global Advisors use?
Some of the popular technologies that Sovereign Global Advisors uses are: Sentry, WixStores, F5 BIG-IP Platform, GoDaddy DNS
How do I contact Sovereign Global Advisors?
Sovereign Global Advisors contact info: Phone number: (631) 760-0026 Website: www.sovereignglobaladvisors.com
What does Sovereign Global Advisors do?

Sovereign Global Advisors is an investment firm that focuses on providing flexible and holistic support to independent advisors, high net worth families, and corporations. Founded by John Dragotta, the firm aims to create a client-focused and results-driven environment for its clients and partners. With over two decades of experience, Sovereign off... ers a range of options tailored to fit the unique needs of its advisors and their businesses. The company is committed to delivering the right infrastructure for success as its clients grow.Read More

What are Sovereign Global Advisors social media links?
Sovereign Global Advisors Linkedin page Sovereign Global Advisors Twitter page Sovereign Global Advisors Facebook page
Is Sovereign Global Advisors a public company?
Sovereign Global Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sovereign Global Advisors

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