Unclaimed Profile

Sharon Lailey

SOVEREIGN WEALTH ADVISORS, INC.·BELLEVUE, Washington

Series 63, Series 65Clean record8 years registeredSOVEREIGN WEALTH ADVISORS, INC.

601 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 5903798Firm CRD# 140639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sharon Lailey · BELLEVUE, WA

Registration

CRD #5903798 · SOVEREIGN WEALTH ADVISORS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Dec 2022 – present

SOVEREIGN WEALTH ADVISORS, INC.

Feb 2018 – Dec 2022

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · February 13, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOVEREIGN WEALTH ADVISORS, INC.

CRD 140639 · SEC 801-66839

AUM

$339M

Regulatory assets under management

Employees

861 client accounts

Services offered by SOVEREIGN WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOVEREIGN WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sharon Lailey offer?

Sharon Lailey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Sharon Lailey's credentials?

Sharon Lailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Lailey located?

Sharon Lailey is based in BELLEVUE, Washington, working with SOVEREIGN WEALTH ADVISORS, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Sharon Lailey charge for services?

Sharon Lailey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOVEREIGN WEALTH ADVISORS, INC.?

SOVEREIGN WEALTH ADVISORS, INC. has approximately 5 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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