SageView Advisory Group Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity.
We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Find SageView Advisory Group employees' phone numbers or email addresses

SageView Advisory Group Global Highlights

North America
459

United States Of America
459

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Spain
1

Oceania
1

Australia
1

SageView Advisory Group's Leadership

A. B.
Chief Executive Officer
Mobile Phone
Email
J. L.
Chief Executive Officer
Mobile Phone
Email
R. P.
CIO
Mobile Phone
Email
J. B.
Chief Operating Officer
Mobile Phone
Email
S. G.
Chief Growth Officer
Mobile Phone
Email
C. W.
Chief Financial Officer
Mobile Phone
Email
D. F.
Chief Compliance Officer
Mobile Phone
Email
B. G.
Chief Investment Officer
Mobile Phone
Email

SageView Advisory Group Employee Metrics

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2024

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Consultant
Finance
Operations
Sales
Analytics
Other

Contact profiles from SageView Advisory Group

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operating Officer
Mobile Phone
Email
United StatesWashington
Dec 10, 2024
S. G.
Chief Growth Officer
Mobile Phone
Email
United StatesMassachusetts
Dec 04, 2024
C. W.
Chief Financial Officer
Mobile Phone
Email
United StatesNew York
Dec 13, 2024
J. U.
President, Head Of Institutional Retirement
Mobile Phone
Email
United StatesCalifornia
Dec 09, 2024
J. M.
Managing Director/Family Cfo
Mobile Phone
Email
United StatesTennessee
Dec 04, 2024
D. F.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Dec 04, 2024
R. P.
Cio
Mobile Phone
Email
United StatesCalifornia
Dec 04, 2024
A. P.
Partner
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
A. B.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
B. G.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660 US; you can contact the main corporate office by phone at

+1-800-814-****

. Explore SageView Advisory Group's company overview page for more information.

What is SageView Advisory Group's most common email format?

SageView Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SageView Advisory Group email formats with LeadIQ.

How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 253 employees as of December 2024. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are SageView Advisory Group's key employees and leadership?

As of December 2024, SageView Advisory Group's key employees include:

Chief Executive Officer: A. B.
Chief Executive Officer: J. L.
CIO: R. P.
Chief Operating Officer: J. B.
Chief Growth Officer: S. G.

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