Panfilo
Costantini

Sageview Advisory Group, LLC

CRD#3204176
Investment Advisor
in Redwood City, CA

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About this Advisor

Panfilo Costantini is a financial advisor based in Redwood City, California, working with Sageview Advisory Group, LLC. Panfilo has previously held positions at Financial Telesis Inc, Sequoia Benefits, Lpl Financial, LLC, Global Retirement Partners, LLC, Cetera Advisor Networks, Sageview Advisory Group, LLC, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC, and Sequoia Consulting Group. Panfilo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Panfilo is part of Sageview Advisory Group, LLC, which operates out of Redwood City, California. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2995 Woodside Road Suite 450
Redwood City, CA 94062

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Sageview Advisory Group, LLC Brokerage Details

Total Assets Under Management

$202,573,491,630

CA Average: $7,578,581,321
Total Number of Employees

262

CA Average: 43
Total Number of Accounts

34,543

CA Average: 3,727
Average Account Size

$5,864,386

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Panfilo Costantini Work History

2021 - Present (3 years)

Cetera Advisor Networks

2020 - Present (4 years)

Sageview Advisory Group, LLC

2018 - 2020 (2 years)

Pensionmark Securities, LLC

2018 - 2020 (2 years)

Pensionmark Financial Group, LLC

2017 - 2018 (1 year)

Global Retirement Partners, LLC

2014 - 2014 (< 1 year)

Financial Telesis Inc

2014 - 2018 (4 years)

Lpl Financial, LLC

2013 - 2014 (1 year)

Sequoia Benefits

2013 - 2020 (7 years)

Sequoia Consulting Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Panfilo Costantini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sageview Advisory Group, LLC

Alexis Gallati
Newport Beach, CA
Nolan Early
Newport Beach, CA
Kenneth Barnes
Newport Beach, CA
Ann Cheu
Redwood City, CA
John Lockwood
Boston, MA
Matthew Anderson
Newport Beach, CA
William Posch
Redwood City, CA
Bianca Soto
Tulsa, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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