Stephan
Miskjian

Sageview Advisory Group, LLC

CRD#2844720
Investment Advisor
in Valencia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephan Miskjian is a certified financial planner and chartered financial analyst who works in Valencia, California with 1 year of relevant experience. Miskjian is currently employed by Sageview Advisory Group, LLC. During their career, the advisor has held roles at Kplans Investment Services, Miskjian Investment Consulting, Pensionmark Financial Group, LLC and Sageview Advisory Group, LLC. Miskjian holds Series 63 and Series 65 licenses, certifying 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. The investment advisory business has offices in 36 locations and a total of 224 people on staff. It handles $156 billion in assets between its 21,119 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 21,119 customer accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs 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. Financial management fees usually are based on which services the firm provides the client. However, fees billed by Sageview Advisory Group, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

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

27240 Turnberry Lane
Valencia, CA 91355

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sageview Advisory Group, LLC Brokerage Details

Total Assets Under Management

$156,399,419,714

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

224

CA Average: 43
Total Number of Accounts

21,119

CA Average: 3,727
Average Account Size

$7,405,626

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

Stephan Miskjian Work History

Stephan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sageview Advisory Group, LLC

2018 - Present (6 years)

Pensionmark Financial Group, LLC

2015 - Present (9 years)

Kplans Investment Services

2009 - 2015 (6 years)

Miskjian Investment Consulting

*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 Stephan Miskjian 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

Mark Forkey
Newport Beach, CA
Lukas Arnerich
Portland, OR
Marie Norkett
Syracuse, NY
Chandra Halverson
Newport Beach, CA
Julie Kim
Newport Beach, CA
Bianca Soto
Tulsa, OK
Robert Trethewey
Newport Beach, CA
Justin Bogart
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started