linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Hamilton Eaton

Sovereign Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Hamilton Eaton

Daniel Eaton is a financial advisor with Sovereign Wealth Advisors LLC. Daniel is based in Houston, TX, and has been in the financial industry since 2004. Daniel has a broad range of experience in the financial services industry and is passionate about helping clients achieve their financial goals. Daniel has held several positions at previous firms such as A. G. EDWARDS & SONS, INC. and MORGAN STANLEY DW INC. Daniel earned the Series 31, Series 7, and Series 66 licenses in 2003 and the SIE in 2018. Daniel provides financial planning, portfolio management, and pension consulting services to clients.

Firm Information

Daniel Eaton is currently registered with Sovereign Wealth Advisors LLC. Sovereign Wealth Advisors LLC is a Houston, TX-based registered investment advisor with 31 investment advisor representatives and over $547 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth.
Sovereign Wealth Advisors LLC

3120 SOUTHWEST FRWY

HOUSTON, TX 77098

$547.40M

Assets Under Management

5

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Eaton’s Registration & Firm History

TX

01/17/2020 - Present

Sovereign Wealth Advisors LLC (HOUSTON TX)

TX

11/15/2005 - 08/27/2007

A. G. EDWARDS & SONS, INC. (HOUSTON TX)

NY

04/17/2003 - 02/26/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Daniel Hamilton Eaton is right for you?

Licenses & Designations

BOTH

Issued 05/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Hamilton Eaton.
Not sure if Daniel Hamilton Eaton is right for you?