JB
Justin F. Bogart
SAGEVIEW ADVISORY GROUP
West Palm Beach, FL 33401
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CRD#: 4609893
JB
Professional summary
Justin Frederick Bogart is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in West Palm Beach, Florida and CETERA WEALTH SERVICES, LLC located in West Palm Beach, Florida.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Justin has worked at 5 firms and has passed the Series 65, Series 63, SIE 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.
1.NATURE OF OTHER BUSINESS: DBA: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: 1920 S. MAIN STREET, SUITE #800, IRVINE CA 92614 NATURE OF BUSINESS: DBA/OUTSIDE RIA POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT START DATE: APPROX. NUMBER OF HOURS PER MONTH: 160 APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLANNING, FINANCIAL SERVICES OFFERED THROUGH FIRM 2.NATURE OF OTHER BUSINESS: CENTRAL BREVARD SHARING CENTER INVESTMENT RELATED: NO NATURE OF BUSINESS: NON- PROFIT ORGANIZATION POSITION/TITLE/RELATIONSHIP: 2ND VICE CHAIR OF THE BOARD START DATE: APPROX. NUMBER OF HOURS PER MONTH: 8 APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: ASSISTS IN COLLECTING FUNDS, DONATIONS AND OFFERING EMERGENCY ASSISTANCE TO THOSE IN THE COMMUNITY WHO ARE STRUGGLING TO OBTAIN LIFE'S MOST BASIC NEEDS; 3. NAME OF OTHER BUSINESS: GOOD SHEPARD BBQ MINISTRIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE BBQ TO THE POOR;
CRS (Client Relationship Summary) - RIA
Click below to view Justin Frederick Bogart's 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®
NoneExperience
Current
February 5, 2013 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 1645 Palm Beach Lakes Blvd, West Palm Beach, FL 33401RIA
CRD#: 126777
West Palm Beach, FL
Current
January 3, 2012 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1645 Palm Beach Lakes #1200, West Palm Beach, FL 33401BD
CRD#: 13572
West Palm Beach, FL
Past
February 10, 2004 - November 23, 2011
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
October 8, 2003 - January 2, 2004
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SAN DIEGO, CA
Past
November 28, 2002 - August 26, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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.RR
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
RR
Florida(1/3/2012)
IAR
Florida(2/5/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
