Susan
Hajek
Sageview Advisory Group, LLC
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About this Advisor
Susan Hajek is a financial advisor operating in Newport Beach, California. Hajek is on the advisory team at Sageview Advisory Group, LLC. Their career trajectory has included roles at Sungard Data Systems, Cetera Advisor Networks LLC, Sageview Advisory Group, LLC, Scout & Cellar and Two Czech Chicks. Hajek has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in California. Sageview Advisory Group, LLC is a registered investment firm based out of Newport Beach, CA. It has offices in 36 locations and a total of 224 employees. It has $156 billion in assets under management among its 21,119 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 21,119 client accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a wide assortment of services, such as 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 usually vary depending on which services the firm provides the client. However, fees billed by Sageview Advisory Group, LLC can consist of any blend 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
Susan Hajek Work History
Susan has been registered as a financial advisor for 0 years.*
Cetera Advisor Networks LLC
Sageview Advisory Group, LLC
Scout & Cellar
Two Czech Chicks
Cetera Advisor Networks LLC
Sungard Data Systems
*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 Susan Hajek 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
Newport Beach, CA
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Portland, OR
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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.
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