DF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B
Fee Structure
This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Loading...
Advisor Information
Office location
201 E John Carpenter Fwy, Suite 400, Irving, TX, 75062
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dagmara is the Chief Compliance Officer and an Investment Advisor Representative at Sageview Advisory Group, a Registered Investment Advisor, since June 2024. This requires full-time commitment.
Employment History
Current Registrations
Sageview Advisory Group, LLC
August 2024 - Present · 1 yr 5 mos
Sageview Private Client Group, LLC
August 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Fsc Securities Corporation
July 2021 - November 2023 · 2 yrs 4 mos
Sagepoint Financial, INC.
July 2021 - September 2023 · 2 yrs 2 mos
Fsc Securities CorporationBroker
May 2021 - November 2023 · 2 yrs 6 mos
Sagepoint Financial, INC.Broker
May 2021 - September 2023 · 2 yrs 4 mos
Osaic Wealth, INC. Broker
December 2020 - May 2024 · 3 yrs 5 mos
Osaic Wealth, INC.
December 2020 - May 2024 · 3 yrs 5 mos
Woodbury Financial Services, INC.
December 2020 - January 2024 · 3 yrs 1 mo
Woodbury Financial Services, INC.Broker
December 2020 - January 2024 · 3 yrs 1 mo
Investment Advisors
June 2017 - November 2020 · 3 yrs 5 mos
Proequities, INC.Broker
June 2017 - November 2020 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - June 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2016 - June 2017 · 6 mos
Deutsche Bank Securities INC.
November 2011 - February 2016 · 4 yrs 3 mos
Deutsche Bank Securities INC. Broker
November 2011 - February 2016 · 4 yrs 3 mos
Sws Financial Services, INC.
June 2010 - July 2011 · 1 yr 1 mo
Sws Financial Services, INC. Broker
June 2010 - July 2011 · 1 yr 1 mo
Southwest Securities, INC. Broker
February 2009 - July 2011 · 2 yrs 5 mos
Southwest Securities, INC.
January 2009 - July 2011 · 2 yrs 6 mos
Snider Advisors
July 2008 - January 2009 · 6 mos
Commonwealth Financial Network Broker
August 2006 - July 2007 · 11 mos
Signator Investors, INC.Broker
September 2004 - March 2006 · 1 yr 6 mos
Putnam Retail Management Limited PartnershipBroker
January 2004 - August 2004 · 7 mos
Dreyfus Service Corporation Broker
May 2001 - February 2002 · 9 mos
Brown & Company Securities CorporationBroker
March 2000 - November 2000 · 8 mos
State Registrations3 states
CANJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.