Cesar
Romero
Sageview Advisory Group, LLC
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About this Advisor
Cesar Romero is a financial advisor based in Minneapolis, Minnesota, working with Sageview Advisory Group, LLC. Cesar has previously held positions 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. Cesar has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Cesar is part of Sageview Advisory Group, LLC, which operates out of Minneapolis, Minnesota. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
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
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
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
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Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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