Brian R Young
Investment adviser representative at Sovran Advisors, LLC
13 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
13 years in the industry.
- Sovran Advisors, LLCMar 2024 to now
- Cetera Wealth Services, LLCMar 2024 to now
- Brian Young Financial Services, LLCFeb 2024 to now
- MML Investors Services, LLCApr 2019 to Feb 2024
- Massmutual Life InsuranceMar 2019 to Feb 2024
- Park Avenue SecuritiesSep 2013 to Apr 2019
- Guardian Life InsuranceAug 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
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
- 5484658
- Firm CRD
- 329415