Scott
Ondek

Sageview Advisory Group, LLC

CRD#5694973
Investment Advisor
in Redwood City, CA

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About this Advisor

Scott Ondek is a financial advisor based in Redwood City, California, working with Sageview Advisory Group, LLC. Scott has previously held positions at Bd Entertainment, Fic, Professional Address, Lpl Financial, Sequoia Consulting Group, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC, Sageview Advisory Group, Cetera Advisor Networks, and Blue Devils Entertainment. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Scott 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 Rd. 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

Scott Ondek Work History

2021 - Present (3 years)

Cetera Advisor Networks

2020 - Present (4 years)

Sageview Advisory Group

2006 - Present (18 years)

Bd Entertainment

2004 - Present (20 years)

Blue Devils Entertainment

2018 - 2020 (2 years)

Pensionmark Securities, LLC

2018 - 2020 (2 years)

Pensionmark Financial Group, LLC

2016 - 2018 (2 years)

Sequoia Consulting Group

2015 - 2018 (3 years)

Lpl Financial

2014 - 2014 (< 1 year)

Professional Address

2011 - 2014 (3 years)

Fic

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Ondek 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

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

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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