Unclaimed Profile

Randall Craig Long

SAGEVIEW ADVISORY GROUP, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 63Clean record29 years registeredSAGEVIEW ADVISORY GROUP, LLC

4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 1147693Firm CRD# 126777

Profile Verification

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

Identity

Randall Craig Long · NEWPORT BEACH, CA

Registration

CRD #1147693 · SAGEVIEW ADVISORY GROUP, LLC · 29 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

SAGEVIEW PRIVATE CLIENT GROUP, LLC

Mar 2016 – Dec 2025

NEWPORT BEACH, CA

SAGEVIEW PRIVATE CLIENT GROUP, LLC

Feb 2015 – Dec 2015

IRVINE, CA

SORTINO INVESTMENT MANAGEMENT, LLC

Jan 2007 – Jul 2007

HERMOSA BEACH, CA

SAGEVIEW ADVISORY GROUP, LLC

Sep 2003 – Dec 2025

NEWPORT BEACH, CA

CETERA ADVISOR NETWORKS LLC

Jul 1997 – Jun 2023

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

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 Randall Craig Long offer?

Randall Craig Long specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Randall Craig Long's credentials?

Randall Craig Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Craig Long located?

Randall Craig Long 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 Randall Craig Long charge for services?

Randall Craig Long'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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