Kaleigh Renee Hollander
Investment adviser representative at Sovran Advisors, LLC
17 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
17 years in the industry.
- Sovran Advisors, LLCMar 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- James LokenOct 2020 to now
- Massmutual Life InsuranceOct 2020 to Feb 2024
- MML Investors ServicesOct 2020 to Feb 2024
- Thrivent FinancialAug 2018 to Sep 2020
- Thrivent Investment Management IncFeb 2010 to Sep 2020
- Thrivent Financial for LutheransSep 2009 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5727984
- Firm CRD
- 329415