Maressa
Etzig-Marin
Sageview Advisory Group, LLC
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About this Advisor
Maressa Etzig-Marin is a financial advisor who works out of West Palm Beach, Florida with a total of 3 years of industry experience. Etzig-Marin is an employee of Sageview Advisory Group, LLC. Etzig-Marin has gained experience at Cetera Advisor Networks and Sageview Advisory Group, LLC. Etzig-Marin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Sageview Advisory Group, LLC is a business that has its headquarters in Newport Beach, CA. The company has offices in 36 locations and a total of 224 financial advisors. It handles $156 billion in assets under management across its 21,119 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 21,119 client accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a broad assortment 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 for financial management typically vary depending on which services the firm provides the client. However, fees billed by Sageview Advisory Group, LLC can include some combination 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
Maressa Etzig-Marin Work History
Maressa has been registered as a financial advisor for 3 years.*
Sageview Advisory Group, LLC
Cetera Advisor Networks
*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 Maressa Etzig-Marin 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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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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