Brian R Young
Investment Adviser Representative at Sovran Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian R. Young is an investment adviser representative with Sovran Advisors, LLC in Costa Mesa, CA, where they have been registered since 2024. They have worked in the securities industry since 2008 and have been registered with 3 firms, including MML Investors Services, LLC and PARK Avenue Securities LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
8 states and territories
Arizona, California, Florida, Idaho, Nevada, New Hampshire, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Guardian LIFE InsuranceAug 2013 – Apr 2019Newport Beach, CA
- PARK Avenue SecuritiesSep 2013 – Apr 2019Newport Beach, CA
- MassMutual Life InsuranceMar 2019 – Feb 2024Costa Mesa, CA
- MML Investors Services, LLCApr 2019 – Feb 2024Costa Mesa, CA
- Cetera Wealth Services, LLCMar 2024 – no end date reportedEl Segundo, CA
- Sovran Advisors LLC - CRD 329415Mar 2024 – no end date reportedCosta Mesa, CA
- Brian Young Financial Services, LLCFeb 2024 – no end date reportedIrvine, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sovran Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 4
- Main office:
- San Diego, CA
- SEC file number:
- 801-129342
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Sovran Advisors, LLC
Showing 12 of 68 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian R Young has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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