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Sovereign Financial Group
STAMFORD, CT
CRD: 294314
In network coverage since September 30, 2026 · 2 stories
$1.1BRegulatory AUMSEC Form ADV · Oct 24
31EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 24
Network coverage
Tax & estate planning
Coastal 360 and Sovereign Financial use projections to show wealthy retirees they can spend
Alicia Fuller and Charles Failla walk clients through cash-flow projections before spending; one preceded a $150,000 world trip.