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Anthony Louis Notermann

SAGEVIEW ADVISORY GROUP, LLC·NEWPORT BEACH, California
SIE, Series 99Clean recordSAGEVIEW ADVISORY GROUP, LLC
4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 5199497Firm CRD# 126777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Louis Notermann · NEWPORT BEACH, CA
Registration
CRD #5199497 · SAGEVIEW ADVISORY GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SAGEVIEW ADVISORY GROUP, LLC
CRD 126777 · SEC 801-64265
AUM
$202.6B
Regulatory assets under management
Employees
262
34,543 client accounts
Services offered by SAGEVIEW ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAGEVIEW ADVISORY GROUP, LLC →
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Frequently Asked Questions

What services does Anthony Louis Notermann offer?
Anthony Louis Notermann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Anthony Louis Notermann's credentials?
Anthony Louis Notermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Louis Notermann located?
Anthony Louis Notermann is based in NEWPORT BEACH, California, working with SAGEVIEW ADVISORY GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Anthony Louis Notermann charge for services?
Anthony Louis Notermann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEVIEW ADVISORY GROUP, LLC?
SAGEVIEW ADVISORY GROUP, LLC has approximately 262 employees and manages $202.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGEVIEW ADVISORY GROUP, LLC

Matthew Craig Hammonds
IRVINE, CA
Jorge A Bernal
NEWPORT BEACH, CA
Sharina Maria Merid
NEWPORT BEACH, CA
Brock Martin Becker
IRVINE, CA
CFP
Chandra Ellen Halverson
NEWPORT BEACH, CA
Michael T Byun
IRVINE, CA

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Research
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