Robert Clinton Chedester
Investment adviser representative at Sovereign Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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
10 years in the industry.
- Sovereign Financial Group, Inc.Jun 2023 to now
- Sovereign Financial Group, LLC dba Chedster Financial LLCJun 2023 to now
- Credentialed Wealth Advisors, LLCMar 2021 to Jun 2023
- Edward JonesMay 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6640987
- Firm CRD
- 294314