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Myles Warren Boege

Sovereign Financial Group, Inc.

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About Myles Warren Boege

Myles Boege is a financial advisor who works at Sovereign Financial Group, Inc. Myles has been in the financial services industry since 2008 and holds a Series 6, Series 63, and Series 65 license. Myles is also a Certified Financial Planner. Myles is dedicated to providing financial advice to individuals, corporations, and charitable organizations. Myles has previously worked at PARK AVENUE SECURITIES LLC and MML INVESTORS SERVICES, LLC.

Firm Information

Myles Boege is currently registered with Sovereign Financial Group, Inc.. Sovereign Financial Group, Inc. is a registered investment advisor based in Stamford, CT. The firm provides financial planning, portfolio management, and educational seminars to individuals, corporations, high-net-worth individuals, charitable organizations, and pension plans. The firm manages approximately $716.89 million in assets and has 16 investment advisor representatives.
Sovereign Financial Group, Inc.

35 WEST BROAD STREET

STAMFORD, CT 06902

$716.90M

Assets Under Management

56

Total Clients

15

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Myles Boege’s Registration & Firm History

NY

10/20/2022 - Present

Sovereign Financial Group, Inc. (Smithtown NY)

NY

02/06/2017 - 11/04/2022

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

11/21/2008 - 02/04/2016

MML INVESTORS SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Myles Warren Boege.
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