Cesar
Romero
Sageview Advisory Group, LLC
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About this Advisor
Cesar Romero is a financial advisor operating out of Minneapolis, Minnesota who has 1 year of industry experience. Romero is an employee of Sageview Advisory Group, LLC. Romero has gained experience at Unitedhealth Group, El Gato Con Botas, Lutheran Family Services, Lutheran Social Services, Merrill Lynch, Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Birch Cove Group., LTD, Thrivent Investment Management Inc, Thrivent Financial, Ksi Financial, Merril Lynch/Boa, Chevrolet, Optum, Sageview Advisory, LLC and Cetera Advisor Networks. Romero holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Sageview Advisory Group, LLC is a registered investment business based out of Newport Beach, CA. The firm has offices in 36 locations and a total of 224 employees. It administers $156 billion in assets among its 21,119 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 21,119 accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company 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 for financial management largely are based on which service is provided. Fee types charged by Sageview Advisory Group, LLC likely 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
Cesar Romero Work History
Cesar has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Sageview Advisory, LLC
Ksi Financial
Ksi Financial
Raymond James Financial Services Advisors, Inc
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Merrill Lynch
Raymond James Financial Services
Birch Cove Group.,LTD
Merril Lynch/Boa
Lutheran Social Services
Lutheran Family Services
Chevrolet
Unitedhealth Group
Optum
El Gato Con Botas
*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 Cesar Romero 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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Franklin, TN
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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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