# SAGEVIEW ADVISORY GROUP, LLC

> FINRA firm 126777 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · NEWPORT BEACH, CA

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 126777
- **Firm name:** SAGEVIEW ADVISORY GROUP, LLC
- **Other names:** 401K BFS GROUP, LLC, SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC., SAGEVIEW GLOBAL PENSIONS, LLC, SAGEVIEW ADVISORY GROUP, LLC, RELATIONAL ADVISORS
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-64265
- **Branches:** 94
- **Has disclosure events:** YES
- **Headquarters:** NEWPORT BEACH, CA, 92660, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/126777

## Citation

> FINRA BrokerCheck, firm 126777 (SAGEVIEW ADVISORY GROUP, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/126777.

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