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SM

Stephan J. Miskjian

SAGEVIEW ADVISORY GROUP
Valencia, CA 91355
Some features on this profile are disabled
CRD#: 2844720
SM

Professional summary

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

Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephan has worked at 7 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.
The advisor shows no other business activity.

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
Current

February 27, 2026 - Present

CREATIVE PLANNING

RIA
CRD#: 105348
Glendale, 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.

BD
CRD#: 17587
DALLAS, TX
Past

April 1, 1997 - April 29, 1998

MORGAN STANLEY DW INC.

BD
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".
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
California
(3/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/24/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/1997
General Securities 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 126777Valencia, CA 91355

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