Scottsdale, AZ N. Thompson Peak Pkwy. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,281,618,147
ClientsTotal clients
6,280
AdvisorsAdvisors at this office
2
Of 101 advisors across 61 offices
Location
18835 N. Thompson Peak Pkwy., Suite #204
Scottsdale AZ 85255
Advisors at this office
2
Advisors at this office
Scott C
ChFC®, Series 63, Series 66
Scottsdale, AZ
Sowell Management
Scott Christie is a financial advisor at Sowell Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Sowell Management in 2017, he was affiliated with TCG Advisors, LP and Concert Wealth Management, Inc., and he also operates North Star Wealth Management, LLC, an investment advisory firm. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers a range of investment management and consulting services, utilizing multiple investment styles and third-party sub-advisors.
Ryan J
Series 66
Scottsdale, AZ
Sowell Management
Ryan Jennings is a financial advisor with Sowell Management, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at TCG Advisors, LP, Sowell Financial Services, LLC, North Star Wealth Management, LLC, and CONCERT Wealth Management, Inc. Jennings has been with Sowell Management since 2017. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent-contractor model with over 100 advisors, offering investment management, financial planning, retirement-plan advisory, and related consulting services across multiple investment styles and platforms.
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