SageView Advisory Group Employee Directory

Q: What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989. SageView Advisory Group operates in the Financial Services industry.

Q: How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 263 employees.

Financial ServicesUnited 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
387

United States Of America
387

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SageView Advisory Group's Leadership

A. B.
Chief Executive 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
F. S.
Chief Investment Officer
Mobile Phone
Email
M. H.
Chief Administrative Officer
Mobile Phone
Email
T. N.
Chief Financial Officer
Mobile Phone
Email

SageView Advisory Group Employee Metrics

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2025

2024

Consultant
Finance
Operations
Sales
Analytics
Other
Marketing
Human Resources
Education

Contact profiles from SageView Advisory Group

Name

Title

Contact Info

Location

Last Update

S. G.
Chief Growth Officer
Mobile Phone
Email
United StatesMassachusetts
Jul 26, 2024
C. W.
Chief Financial Officer
Mobile Phone
Email
United StatesNew York
Apr 18, 2024
J. M.
Managing Director/Family Cfo
Mobile Phone
Email
United StatesTennessee
Jul 18, 2025
D. F.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Oct 17, 2025
A. B.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Feb 11, 2025
B. G.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
F. S.
Chief Investment Officer
Mobile Phone
Email
Oct 16, 2024
M. H.
Chief Administrative Officer
Mobile Phone
Email
UNITED STATES
Mar 26, 2024
S. C.
Partner
Mobile Phone
Email
Oct 16, 2024
T. N.
Chief Financial Officer
Mobile Phone
Email
Jan 02, 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 263 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, SageView Advisory Group's key employees include:

Chief Executive Officer: A. B.
Chief Growth Officer: S. G.
Chief Financial Officer: C. W.
Chief Compliance Officer: D. F.
Chief Investment Officer: B. G.

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