BS
CFA
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
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Advisor Information
Office location
3834 Sutherland Avenue, Knoxville, TN, 37919
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 ActivitiesSells Insurance
Brien is an advisory representative for Sageview Advisory Group and Sageview Private Client Group, both registered investment advisors, dedicating about a quarter of his time to each. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Sageview Advisory Group, LLC
January 2012 - Present · 14 yrs
Cetera Wealth Services, LLC
February 2008 - Present · 17 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2008 - Present · 17 yrs 11 mos
Previous Registrations
Sageview Private Client Group, LLC
December 2009 - December 2015 · 6 yrs
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.