Scott
Ondek
Sageview Advisory Group, LLC
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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, 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 248 employees. Sageview Advisory Group, LLC manages assets totaling $238.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including 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
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$238,552,018,915
248
13,295
$17,942,988
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
Cetera Advisor Networks
Sageview Advisory Group
Bd Entertainment
Blue Devils Entertainment
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Sequoia Consulting Group
Lpl Financial
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
Roswell, GA
Boston, MA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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