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Michelle Klein

Sageview Advisory Group, LLC

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About Michelle Klein

Michelle Klein is an investment advisor representative registered with Sageview Advisory Group, LLC. Michelle Klein has been in the financial industry since April 2018. Michelle Klein is also registered with Edward Jones. Michelle Klein has passed the Series 66, Series 7, and SIE exams. Michelle Klein is licensed in California and Florida. The firm offers financial planning, pension consulting, and educational seminars as well as portfolio management for businesses and individuals.

Firm Information

Michelle Klein 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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Michelle Klein’s Registration & Firm History

FL

08/02/2022 - Present

Sageview Advisory Group, LLC (Orlando FL)

FL

01/12/2019 - 05/11/2022

EDWARD JONES (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 02/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Klein.
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