Margery Anne Neis is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with SOVRAN ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOVRAN ADVISORS, LLC | 2025-04-30 | present | Yes |
| RWA WEALTH PARTNERS, LLC | 2023-11-03 | 2025-03-11 | — |
| POLARIS WEALTH ADVISORY GROUP | 2017-09-25 | 2023-11-07 | — |