Marie
Norkett
Sageview Advisory Group, LLC
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About this Advisor
Marie Norkett is a financial advisor based in Syracuse, New York, working with Sageview Advisory Group, LLC. Marie has previously held positions at Onegroup, The Carta Group/Community Bank, Blue Ocean Strategic Capital, United Income, Capital One, and Sageview Advisory Group, LLC. Marie is registered to provide services in Florida and New York. Currently, Marie is part of Sageview Advisory Group, LLC, which operates out of Syracuse, New York. 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
Marie Norkett Work History
Sageview Advisory Group, LLC
United Income
Capital One
Blue Ocean Strategic Capital
The Carta Group/Community Bank
Onegroup
Disclosures
Please visit the SEC profile of Marie Norkett 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
Tulsa, OK
Newport Beach, CA
Newport Beach, CA
Redwood City, CA
Boston, MA
Newport Beach, CA
Redwood City, CA
Newport Beach, CA
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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