David M Coen
Investment adviser representative at Sovran Advisors, LLC
17 yearsExperience
2 statesRegistered 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 2026 to now
- College Planning AmericaJan 2009 to now
- Creative Planning, LLCDec 2025 to Mar 2026
- Sageview Advisory GroupSep 2015 to Mar 2026
- Cetera Advisor Network, LLCDec 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6396070
- Firm CRD
- 329415