Scott
Ondek
Sageview Advisory Group, LLC
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About this Advisor
Scott Ondek is a financial advisor operating out of Redwood City, California with 3 years of relevant experience. Ondek is currently employed by Sageview Advisory Group, LLC. Over the course of their career, they have held roles 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. Ondek holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Sageview Advisory Group, LLC is a financial advisory company based in Newport Beach, CA. It has offices in 36 locations and a total of 224 financial advisors. It oversees $156 billion in total assets across its 21,119 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 21,119 accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. Sageview Advisory Group, LLC has a number of 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. Fees charged by financial advisors depend on which service is offered. Fee types billed by Sageview Advisory Group, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
Scott has been registered as a financial advisor for 3 years.*
Cetera Advisor Networks
Sageview Advisory Group
Bd Entertainment
Blue Devils Entertainment
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Sequoia Consulting Group
Lpl Financial
Professional Address
Fic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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