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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Paul G. Nacario

CREATIVE PLANNING
Scottsdale, AZ
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CRD#: 2158914
PN

Professional summary

Paul Gareth Nacario, AIF® is a registered financial advisor currently at CREATIVE PLANNING located in Scottsdale, Arizona and SAGEVIEW ADVISORY GROUP, LLC located in Scottsdale, Arizona.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Paul has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gareth Nacario's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 23, 2025 - Present

CREATIVE PLANNING

RIA
CRD#: 105348
Scottsdale, AZ
Current

February 27, 2026 - Present

SAGEVIEW ADVISORY GROUP, LLC

RIA
CRD#: 126777
Scottsdale, AZ
Past

October 3, 2018 - April 9, 2025

INNOVEST PORTFOLIO SOLUTIONS LLC

RIA
CRD#: 106110
Scottsdale, AZ
Past

May 7, 2015 - February 23, 2018

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
SCOTTSDALE, AZ
Past

April 21, 2015 - February 23, 2018

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

December 6, 2010 - February 6, 2015

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

December 6, 2010 - February 6, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

May 26, 2010 - November 18, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
MESA, AZ
Past

March 20, 2008 - September 3, 2009

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

October 2, 2007 - March 11, 2008

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

January 10, 2006 - March 7, 2008

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
PHOENIX, AZ
Past

February 10, 2005 - December 16, 2005

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

January 12, 2000 - March 25, 2004

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

February 21, 1995 - December 21, 1999

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

July 13, 1992 - January 31, 1995

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

July 22, 1991 - March 5, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 22, 1991 - March 5, 1992

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS

CRD#: 126777 / SEC#: 801-64265

RIA
Registered Investment Advisory firm - (5/31/2005 Approved)
California
Registered Investment Advisory firm - (6/7/2005 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(4/23/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/19/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS

CRD#: 126777 / SEC#: 801-64265

RIA
Registered Investment Advisory firm - (5/31/2005 Approved)
California
Registered Investment Advisory firm - (6/7/2005 Terminated)
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Contact information

Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGEVIEW ADVISORY GROUP ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts13,295
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.

Company Information

SAGEVIEW ADVISORY GROUP, LLC

CRD#: 126777Scottsdale, AZ

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