Joseph Snell Brocato
Investment adviser representative at Sovran Advisors, LLC
9 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 yearsFirm in business
Are you Joseph Snell Brocato? Claim your profile
Contact this firm
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
9 years in the industry.
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Advisor NetworksFeb 2024 to Dec 2024
- MML Investors Services, LLCMar 2017 to Feb 2024
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Feb 2024
- Metlife Securities Inc.Jan 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5108805
- Firm CRD
- 329415