Kathleen Ann Stovel
Investment adviser representative at Sovran Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sovran Advisors, LLCDec 2024 to now
- Cetera Wealth Services, LLCDec 2024 to now
- Massmutual Life Insurance CompanyApr 2022 to Dec 2024
- MML Investors Services, LLCApr 2022 to Dec 2024
- Voya Financial AdvisorsSep 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2150016
- Firm CRD
- 329415