Unclaimed Profile

Christina Marie Walsh

SAGEVIEW PRIVATE CLIENT GROUP, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 63, Series 66, Series 79Clean recordSAGEVIEW PRIVATE CLIENT GROUP, LLC

4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 5183795Firm CRD# 134997

Profile Verification

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

Identity

Christina Marie Walsh · NEWPORT BEACH, CA

Registration

CRD #5183795 · SAGEVIEW PRIVATE CLIENT GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Series 79

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 PRIVATE CLIENT GROUP, LLC

CRD 134997 · SEC 801-80138

Employees

Total firm employees

Services offered by SAGEVIEW PRIVATE CLIENT GROUP, LLC

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at SAGEVIEW PRIVATE CLIENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Christina Marie Walsh offer?

Christina Marie Walsh specializes in Financial Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Christina Marie Walsh's credentials?

Christina Marie Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christina Marie Walsh located?

Christina Marie Walsh is based in NEWPORT BEACH, California, working with SAGEVIEW PRIVATE CLIENT GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Christina Marie Walsh charge for services?

Christina Marie Walsh's firm is compensated through 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 PRIVATE CLIENT GROUP, LLC?

SAGEVIEW PRIVATE CLIENT GROUP, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.

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