Unclaimed Profile

Dagmara Katarzyna Frankowska

SAGEVIEW PRIVATE CLIENT GROUP, LLC·NEWPORT BEACH, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record18 years registeredSAGEVIEW PRIVATE CLIENT GROUP, LLC

4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 3165855Firm CRD# 134997

Profile Verification

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

Identity

Dagmara Katarzyna Frankowska · NEWPORT BEACH, CA

Registration

CRD #3165855 · SAGEVIEW PRIVATE CLIENT GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BTG PACTUAL ASSET MANAGEMENT US , LLC

Dec 2025 – present

SAGEVIEW ADVISORY GROUP, LLC

Aug 2024 – Dec 2025

Irving, TX

SAGEVIEW PRIVATE CLIENT GROUP, LLC

Aug 2024 – Dec 2025

Irving, TX

FSC SECURITIES CORPORATION

Jul 2021 – Nov 2023

ATLANTA, GA

SAGEPOINT FINANCIAL, INC.

Jul 2021 – Sep 2023

PHOENIX, AZ

OSAIC WEALTH, INC.

Dec 2020 – May 2024

SCOTTSDALE, AZ

WOODBURY FINANCIAL SERVICES, INC.

Dec 2020 – Jan 2024

OAKDALE, MN

INVESTMENT ADVISORS

Jun 2017 – Nov 2020

BIRMINGHAM, AL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2017 – Jun 2017

JACKSONVILLE, FL

DEUTSCHE BANK SECURITIES INC.

Nov 2011 – Feb 2016

JACKSONVILLE, FL

SWS FINANCIAL SERVICES, INC.

Jun 2010 – Jul 2011

DALLAS, TX

SOUTHWEST SECURITIES, INC.

Jan 2009 – Jul 2011

DALLAS, TX

SNIDER ADVISORS

Jul 2008 – Jan 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · July 30, 2008

Years registered · 18

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 Dagmara Katarzyna Frankowska offer?

Dagmara Katarzyna Frankowska specializes in Financial Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Dagmara Katarzyna Frankowska's credentials?

Dagmara Katarzyna Frankowska is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dagmara Katarzyna Frankowska located?

Dagmara Katarzyna Frankowska 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 Dagmara Katarzyna Frankowska charge for services?

Dagmara Katarzyna Frankowska'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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