Unclaimed Profile

Chandra Ellen Halverson

SAGEVIEW ADVISORY GROUP, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record14 years registeredSAGEVIEW ADVISORY GROUP, LLC

4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 4318309Firm CRD# 126777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chandra Ellen Halverson · NEWPORT BEACH, CA

Registration

CRD #4318309 · SAGEVIEW ADVISORY GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

BROOKSTONE CAPITAL MANAGEMENT LLC

Dec 2025 – present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Feb 2025 – Jul 2025

Jenks, OK

SAGEVIEW ADVISORY GROUP, LLC

Oct 2022 – Jun 2024

Irving, TX

BOK FINANCIAL ADVISORS

Jan 2014 – Jun 2022

Tulsa, OK

ADVISORNET WEALTH MANAGEMENT

Apr 2012 – Dec 2012

MINNEAPOLIS, MN

CETERA ADVISOR NETWORKS LLC

Apr 2012 – Aug 2013

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · April 16, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

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

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 →

Introduction

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Frequently Asked Questions

What services does Chandra Ellen Halverson offer?

Chandra Ellen Halverson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Chandra Ellen Halverson's credentials?

Chandra Ellen Halverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chandra Ellen Halverson located?

Chandra Ellen Halverson 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 Chandra Ellen Halverson charge for services?

Chandra Ellen Halverson'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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