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Mark Howard Kordonsky

Sageview Advisory Group, LLC

Newport Beach, CA

CRD 2617820

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Employer firm

Sageview Advisory Group, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sageview Advisory Group, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2005-04-29
  • CA RA
    APPROVED
    Since 2005-04-29

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hcms, Inc Manhatten Beach CA 06/2004 Present
Sageview Advisory Group Irvine CA 03/2005 Present
Sortino Investment Management, Llc Hermosa Beach CA 08/2006 Present
Cetera Advisor Networks Lc El Segundo CA 01/2013 Present
  • 06/2004 → Present
    Hcms, Inc
    Manhatten Beach, CA
  • 03/2005 → Present
    Sageview Advisory Group
    Irvine, CA
  • 08/2006 → Present
    Sortino Investment Management, Llc
    Hermosa Beach, CA
  • 01/2013 → Present
    Cetera Advisor Networks Lc
    El Segundo, CA
Previous Registrations
  • 2007-01-03 → 2007-07-03
    Sortino Investment Management, Llc
    Hermosa Beach, CA
Other Businesses

1.AFFILIATED WITH SAGEVIEW ADVISORY RIA. 2.IDEAL, SS. WINE STORAGE FACILITIES 3.NAME OF OTHER BUSINESS: SAGEVIEW GLOBAL PENSIONS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ESTABLISHED TO RECEIVE REVENUE/FEES FROM SAGEVIEW ACTIVITIES START DATE: 4/2016 APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: WORK FOR SAGEVIEW ADVISORY GROUP

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-01
S63 Uniform Securities Agent State Law Examination 1995-08-03
  • S66 Uniform Combined State Law Examination
    2005-03-01
  • S63 Uniform Securities Agent State Law Examination
    1995-08-03

View on SEC IAPD

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