Myles Warren Boege
Investment adviser representative at Sovereign Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
10 years in the industry.
- Sovereign Financial Group, Inc.Oct 2022 to now
- Guardian Life Insurance Co of AmericaFeb 2016 to Oct 2022
- Park Avenue Securities, LLCFeb 2016 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sovereign Financial Group, Inc.
$1.1BAssets managed
1,312Clients
22Advisers
7 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
- 5108846
- Firm CRD
- 294314