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Garrett Dale Patton

Sageview Advisory Group, LLC

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About Garrett Dale Patton

Garrett Dale Patton is a wealth advisor at Sageview Advisory Group, LLC. Garrett has been working in the financial industry since 2014 and has a wide range of experience in providing financial planning and advisory services to clients. Garrett is licensed to provide investment advisory services in California, Florida, Illinois, New York and Virginia. Garrett also holds the Series 63, Series 65, Series 7 and SIE licenses.

Firm Information

Garrett Patton 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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Garrett Patton’s Registration & Firm History

CA

09/09/2024 - Present

Sageview Advisory Group, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 10/14/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrett Dale Patton.
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