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Stephan John Miskjian

Sageview Advisory Group, LLC

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About Stephan John Miskjian

Stephan Miskjian is a financial advisor with over 20 years of experience in the industry. Stephan is a Certified Financial Planner™ and a Chartered Financial Analyst® and is currently registered with Sageview Advisory Group, LLC in Valencia, CA. Stephan has previously worked with SWS Financial Services and Dean Witter Reynolds Inc. and has a strong track record of providing financial planning and investment management services to a wide range of clients.

Firm Information

Stephan Miskjian 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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Stephan Miskjian’s Registration & Firm History

CA

03/17/2022 - Present

Sageview Advisory Group, LLC (Valencia CA)

TX

07/13/1998 - 12/10/1999

SWS FINANCIAL SERVICES (DALLAS TX)

NY

04/01/1997 - 04/29/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephan John Miskjian.
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