Brian R Young

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

• 08/2013 → 04/2019
  Guardian Life Insurance
  Newport Beach, CA
• 09/2013 → 04/2019
  Park Avenue Securities
  Newport Beach, CA
• 03/2019 → 02/2024
  Massmutual Life Insurance
  Costa Mesa, CA
• 04/2019 → 02/2024
  Mml Investors Services, Llc
  Costa Mesa, CA
• 03/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Costa Mesa, CA
• 02/2024 → Present
  Brian Young Financial Services, Llc
  Irvine, CA

Previous Registrations

• 2019-05-01 → 2024-03-06
  Mml Investors Services, Llc
  Costa Mesa, CA
• 2013-10-02 → 2019-05-08
  Park Avenue Securities Llc
  Newport Beach, CA
  Ventura, CA
  Irvine, CA
• 2012-09-27 → 2013-08-29
  Mml Investors Services, Llc
  Costa Mesa, CA
  Newport Beach, 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: 03/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, 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: 04/2012 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: BRIAN YOUNG FINANCIAL SERVICES, LLC INVESTMENT RELATED: NO ADDRESS: 213 NOVEL IRVINE CA 92618 NATURE OF BUSINESS: THIS ENTITY IS ONLY FOR BUSINESS/TAX PURPOSES. START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NONE; 4. NAME OF OTHER BUSINESS: DIRECTPATH FINACIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERIVCES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-04
• S63 Uniform Securities Agent State Law Examination
  2010-08-03

Other Names

• Brian R. Young
• Brian Roger Young