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Pamela Yaroma

Investment Adviser Representative at Sovran Advisors, LLC

Pasadena, CACRD #6690417Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Pamela Yaroma is an investment adviser representative with Sovran Advisors, LLC in Pasadena, CA, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 3 firms, including MML Investors Services, LLC and Foresters Advisory Services, LLC. They have passed 5 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 and Texas.

Office

150 S Los Robles Ave, Suite 750
Pasadena, CA 91101

Advisors at this office: 25

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
8 states and territories

California, Florida, Hawaii, Nevada, North Carolina, Oregon, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/28/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 9/13/2016
Series 7
General Securities Representative Examination
Passed 1/21/2020
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/29/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sovran Advisors, LLCCurrent
2/23/2024 – Pasadena, CA
MML Investors Services, LLC
2/8/2019 – 3/6/2024Pasadena, CA
Foresters Advisory Services, LLC
11/8/2018 – 1/11/2019Monrovia, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Foresters Financial Services
    Aug 2016 – May 2017Monrovia, CA
  2. Foresters Financial Services
    May 2017 – Jan 2019Monrovia, CA
  3. Foresters Advisory Services
    Jul 2018 – Jan 2019Monrovia, CA
  4. MassMutual Life Insurance
    Jan 2019 – Feb 2024Pasadena, CA
  5. MML Investors Services, LLC
    Feb 2019 – Feb 2024Pasadena, CA
  6. Cetera Wealth Services, LLC
    Feb 2024 – no end date reportedEl Segundo, CA
  7. Sovran Advisors DBA Greater Pacific Solutions
    Feb 2024 – no end date reportedPasadena, CA
  8. A C Mountain LLC
    Nov 2025 – no end date reportedPasadena, CA
  9. Altum Rise Wealth
    Jan 2026 – no end date reportedPasadena, CA
  10. Altum RISE Enterprises, LLC
    Jul 2026 – no end date reportedPasadena, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Sovran Advisors, LLC

Showing 12 of 68 in the directory

View Sovran Advisors, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pamela Yaroma 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Pamela Yaroma (Sovran Advisors) - Fees & Credentials