Katy Chai
Investment adviser representative at Sovran Advisors, LLC
19 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
19 years in the industry.
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Investment Advisers LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Massmutual Life Insurance CoMay 2018 to Feb 2024
- MML Investor Services, LLCMay 2018 to Feb 2024
- UnemployedApr 2017 to Apr 2018
- Deloitte ConsultingSep 2007 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6958492
- Firm CRD
- 329415