Matthew Clayton Barnhart

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 03/2017
  Metropolitan Life Insurance Co.
  San Diego, CA
• 09/2006 → 03/2017
  Metlife Securities, Inc.
  San Diego, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  San Diego, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  San Diego, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA
• 01/2020 → Present
  Concierge Wealth Management
  San Diego, CA

Previous Registrations

• 2017-03-25 → 2024-03-06
  Mml Investors Services, Llc
  San Diego, CA
• 2006-10-12 → 2017-03-25
  Msi Financial Services, Inc.
  San Diego, CA
• 2003-07-23 → 2006-10-27
  Ameriprise Advisor Services, Inc.
  San Diego, CA
  Encintas, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2023 APX NUMBER OF HOURS PER WEEK:MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: NONE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: CONCIERGE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: RUNNING THE COMPANY;

Exams

• S66 Uniform Combined State Law Examination
  2000-11-15

Other Names

• Matthew Barnhart