True Autonomy
Part of true independence with Sovereign means that we will continue to offer our advisors more options that fit your business. We believe that regardless of the type of advisor, it's up to us to provide the right infrastructure in order for you to succeed.
When you select the model that best fits your practice, know that whatever path you choose, you can rely on us to deliver flexible, holistic support that works for you today and as your business grows.
Sovereign
Global Advisors
Shaping the Future
of Independence.
About
Us
Our Story
Our founder and CEO, John Dragotta, had a vision of what he thought a client focused, responsive, and results-driven investment firm should resemble. Like many young, energetic, and optimistic entrepreneurs, when he could not find that elsewhere, he invested every waking moment and every last cent he had to open the very first branch of our company.
Fast forward to years later, and Sovereign Global Advisors, LLC is now the investment firm of choice for many high net worth families, corporations, and like-minded, independent reps.
Independence and integrity is built into our foundation. It can be felt through every facet of our business, from the day we first opened that original office to today, in offices that span every time zone and coast of the United States.
What We
Offer Our Financial Advisors
We have what you need to succeed.
We firmly believe that the hunger for greatness is necessary to succeed in this competitive industry.
When you work with Sovereign Global Advisors you get a relationship with an independent broker-dealer
that puts a tremendous amount of effort and attention on each of its reps.
Our goal is to help you succeed, and that is always our top priority from our first conversation with you, through your transition, and on as an active rep working with us.
"We're not office managers, we're money managers."
We know your business and your daily routine and built Sovereign with that in mind, all in order to contribute to the success of your business.
How do we do this?
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An experienced team that is consistently working towards helping you and your clients succeed.
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Continual investments in research and the technology you need to grow your business.
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An understanding of what it means to provide exceptional service, day in and day out.
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Clearing through one of the Nation’s largest clearing agents.
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An absolute refusal to charge reps unnecessary fees.
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A compliance team working with you and for you.
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Practice management support: from staffing to marketing.
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A team of transition specialists waiting to help you with the move the moment you are ready
By providing an unparalleled investment in service, communication, and support to our reps.
Working with the
right broker-dealer
makes all the difference.
What
We Offer Clients
Tell us your goals and we'll help you work towards them.
Your Sovereign Rep has the tools and the know how to build you the custom, holistic plan you and your family deserve.
There are an endless amount of products designed to help you with your wealth management needs. So whether you are looking to build your wealth or preserve your wealth, or looking for advice on retirement or maybe college savings, we can work with you to find the answers.
The first and most important thing in our minds though.... is simply to begin and ask the right questions. Reach out to us and lets start a conversation.
Contact
Us
Our Address
1 Village Plaza, Ste 201
Kings Park, New York 11754
Our Phone No.
866.790.9700