Cullen
Reif
Sageview Advisory Group, LLC
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About this Advisor
Cullen Reif is a financial advisor who works out of Wayzata, Minnesota, with 1 year of relevant experience. Reif is on the advisory team at Sageview Advisory Group, LLC. Their career trajectory has included roles at Rbc Capital Markets, LLC, Dc Advisors, Jeffrey Slocum & Associates, Nfp Advisor Services, LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Cetera Advisor Networks and Sageview Advisory Group. Reif has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Sageview Advisory Group, LLC is an advisory firm that has its headquarters in Newport Beach, CA. It has offices in 36 locations and a total of 224 people on staff. It oversees $156 billion in assets under management among its 21,119 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 21,119 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Sageview Advisory Group, LLC 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 largely are based on which service is offered. However, fees billed by Sageview Advisory Group, LLC most likely are comprised 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
Cullen Reif Work History
Cullen has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Sageview Advisory Group
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Advisor Services, LLC
Jeffrey Slocum & Associates
Dc Advisors
Rbc Capital Markets, LLC
*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 Cullen Reif 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
Newport Beach, CA
Syracuse, NY
Portland, OR
Irvine, CA
Newport Beach, CA
Newport Beach, CA
Chicago, IL
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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