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David Macdonald Coen

Sageview Advisory Group, LLC

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About David Macdonald Coen

David Macdonald Coen is an investment advisor representative at Sageview Advisory Group, LLC. David is a licensed investment advisor with experience in fixed annuities and life insurance. David has been in the industry since 2015 and specializes in providing financial planning and wealth management services to individuals, families, and businesses. David has helped clients achieve their financial goals by providing personalized financial advice and guidance.

Firm Information

David Coen is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Coen’s Registration & Firm History

CA

09/18/2015 - Present

Sageview Advisory Group, LLC (NEWPORT BEACH CA)

CA

02/05/2015 - 12/05/2019

CETERA ADVISOR NETWORKS LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 09/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Macdonald Coen.
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