Harry David Adinata
Investment adviser representative at Sovran Advisors, LLC
23 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
23 years in the industry.
- Sovran Advisors, LLCJul 2026 to now
- Cetera Wealth Services, LLCJul 2026 to now
- UnemployedJan 2026 to Jun 2026
- Brighthouse Securities, LLCMar 2017 to Jan 2026
- General American Distributors, Inc.Dec 2004 to Mar 2017
- Metlife InvestorsMar 2003 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2026
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
- 3216647
- Firm CRD
- 329415