Stephan J. Miskjian

SAGEVIEW ADVISORY GROUP

Valencia, CA 91355

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CRD#: 2844720

Professional summary

Stephan John Miskjian, CFP® is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Valencia, California.

Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephan has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 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.

International School of Los Angeles Burbank; Yes, investment related; 1105 W. Riverside Drive, Burbank, California 91506; Serves on Investment Committee; Board. I will be serving on the investment Committee for the International School of Los Angeles Burbank; It is a volunteer job.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephan John Miskjian'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 17, 2022 - Present

SAGEVIEW ADVISORY GROUP, LLC

Office #1: 27240 Turnberry Lane Suite 200, Valencia, CA 91355

RIA

CRD#: 126777

Valencia, CA

Past

May 23, 2018 - March 16, 2022

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Valencia, CA

Past

October 6, 2010 - December 31, 2015

MISKJIAN INVESTMENT CONSULTING

RIA

CRD#: 154468

GLENDALE, CA

Past

March 4, 2005 - December 31, 2008

STAT INVESTMENT STRATEGIES

RIA

CRD#: 133212

LOS ANGELES, CA

Past

July 13, 1998 - December 10, 1999

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

April 1, 1997 - April 29, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(3/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 3/24/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/20/1997

General Securities Representative Examination

Current Firm

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)

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 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.

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Advisor Monitoring

Firm Stability Insights

Stephan J. Miskjian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephan John Miskjian's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

MISKJIAN INVESTMENT CONSULTING

STAT INVESTMENT STRATEGIES

MOMENTUM INDEPENDENT NETWORK INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SAGEVIEW ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/1997

Series 63

Date: 3/17/1997

Series 31

Date: 3/24/1997

Series 7

Date: 2/20/1997

Current Firm

SAGEVIEW ADVISORY GROUP, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGEVIEW ADVISORY GROUP, LLC

TRUST BUT VERIFY

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