Matthew James Foederer
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.May 2025 to now
- LPL Financial LLCJun 2024 to May 2025
- Hilltop Wealth AdvisorsNov 2021 to May 2024
- Credit SuisseJul 2021 to Nov 2021
- Ihs MarkitJul 2019 to Jul 2021
- UnemployedMay 2019 to Jul 2019
- Red RobinAug 2016 to Feb 2017
- Nc State UniversityJul 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7407637
- Firm CRD
- 294314