Patrick C. Abelon

SAGEVIEW ADVISORY GROUP

Glen Alen, VA 23060

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CRD#: 4143311

Professional summary

Patrick Colorado Abelon, who also goes by Patrick Colorado Abelon, Patrick Abelon, is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Glen Alen, Virginia and CETERA WEALTH SERVICES, LLC located in Glen Allen, Virginia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Patrick has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Colorado Abelon | Patrick Abelon

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.

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP - (CRD # 126777); INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: INVESTMENT CONSULTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: HELPING PLAN SPONSORS WITH FIDUCIARY MONITORING OF THE INVESTMENTS IN THEIR EMPLOYER SPONSORED RETIREMENT PLANS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Colorado Abelon'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®

None

Experience

Current

January 6, 2024 - Present

SAGEVIEW ADVISORY GROUP, LLC

Office #1: 4600 Cox Road Suite 350, Glen Alen, VA 23060

RIA

CRD#: 126777

Glen Alen, VA

Current

May 10, 2023 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 4600 Cox Road Suite 350, Glen Allen, VA 23060

CRD#: 13572

Glen Allen, VA

Past

January 11, 2021 - August 3, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

October 14, 2013 - January 5, 2021

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

Richmond, VA

Past

January 28, 2011 - September 24, 2013

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

RICHMOND, VA

Past

January 28, 2011 - September 24, 2013

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

RICHMOND, VA

Past

August 3, 2007 - June 9, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

RICHMOND, VA

Past

July 3, 2006 - September 25, 2006

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD#: 138459

VIRGINIA BEACH, VA

Past

June 1, 2006 - July 3, 2006

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

VIRGINIA BEACH, VA

Past

April 18, 2005 - April 6, 2006

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

November 10, 2004 - February 9, 2005

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

May 25, 2001 - January 10, 2003

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

North Carolina
(7/15/2025)

Virginia
(5/10/2023)

IAR

Virginia
(1/6/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2023

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

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

Patrick C. Abelon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Colorado Abelon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

EMPOWER FINANCIAL SERVICES, INC.

MISSIONSQUARE INVESTMENT SERVICES

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

TRUIST INVESTMENT SERVICES, INC.

NAVY FEDERAL INVESTMENT SERVICES, LLC

CUNA BROKERAGE SERVICES, INC.

ONEAMERICA SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

SAGEVIEW ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2024

Series 63

Date: 5/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/24/2001

Series 26

Date: 1/2/2023

FINRA

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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