Michael O. Mcatamney
Professional summary
Michael Oliver Mcatamney, who also goes by Michael Mcatamney, is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Peoria, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Oliver Mcatamney's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2026 - Present
SAGEVIEW ADVISORY GROUP, LLC
February 1, 2023 - October 16, 2025
MISSIONSQUARE WEALTH MANAGEMENT
April 4, 2022 - January 31, 2023
EMPOWER FINANCIAL SERVICES, INC.
August 27, 2019 - April 4, 2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
March 22, 2016 - August 13, 2019
OSAIC FA, INC.
October 19, 1994 - December 31, 1995
TEACHERS PERSONAL INVESTORS SERVICES, INC.
February 7, 1990 - October 7, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Primary Firm SEC Registration
SAGEVIEW ADVISORY GROUP, LLC
CRD#: 126777 / SEC#: 801-64265
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2026)
Exams
Current Firm
SAGEVIEW ADVISORY GROUP, LLC
CRD#: 126777 / SEC#: 801-64265
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
