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Robert Clinton Chedester

Sovereign Financial Group, Inc.

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About Robert Clinton Chedester

Robert Chedester is an investment advisor representative registered with Sovereign Financial Group, Inc. in Virginia and has been working in the securities industry since June 16, 2016. Robert is also a licensed insurance agent. Robert has experience in investment advisory and insurance. He is registered to provide investment advice to individual clients, corporations, and pension plans. Sovereign Financial Group, Inc. provides investment advice and financial planning services to individuals, corporations, and pension plans.

Firm Information

Robert Chedester 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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Robert Chedester’s Registration & Firm History

VA

06/06/2023 - Present

Sovereign Financial Group, Inc. (STUART VA)

CO

06/16/2016 - 03/02/2021

EDWARD JONES (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 07/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Clinton Chedester.
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