Sylvia Choy
Compliance Manager at SageView Advisory Group | Irvine, California, United States
Sylvia Choy’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Compliance Manager at SageView Advisory Group in September 2011 - Present
Compliance Officer at Financial Network in February 2007 - July 2011
Compliance Officer at Clark Securities/Clark Consulting in January 2001 - January 2004
Compliance Officer at National Planning Corporation in January 2001 - January 2002
Marquette University, August 1988 to August 1992
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500 institutions. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
Discover more about SageView Advisory Group
Managing Director at SageView Advisory Group
Managing Director at SageView Advisory Group
(January 2025 – Present)
Investment Analyst at SageView Advisory Group
Investment Analyst at SageView Advisory Group
(February 2012 – Present)
Retirement Plan Consultant at SageView Advisory Group
Retirement Plan Consultant at SageView Advisory Group
(November 2020 – Present)
CEO SageView Advisory Group
Chief Executive Officer at SageView Advisory Group
(Sep 2023 – Present)
Retirement Plan Advisor partnering with organizations to drive retirement security, execute fiducary process and maximize the benefit of their retirement programs
Jeff Petrone is repsonsibile for the management of retirement services operations for SageView Advisory Group's West Palm Beach office. 1645 Palm Beach Lakes #1200 West Palm Beach, FL 33401.
Believer | Father | Wealth Manager at Creative Planning, LLC
Wealth Advisor at SageView Advisory Group
(Jan 2025 – Present)
What is Sylvia Choy email address?
Email Sylvia Choy at [email protected], [email protected] and [email protected]. This email is the most updated Sylvia Choy's email found in 2026.
What is Sylvia Choy phone number?
Sylvia Choy phone number is 7147074209.
How to contact Sylvia Choy?
To contact Sylvia Choy send an email to [email protected], [email protected] or [email protected]. If you want to call Sylvia Choy try calling on 7147074209. (updated on July 2026)
What company does Sylvia Choy work for?
Sylvia Choy works for SageView Advisory Group.
What is Sylvia Choy's role at SageView Advisory Group?
Sylvia Choy is Compliance Manager
What industry does Sylvia Choy work in?
Sylvia Choy works in the Financial Services industry.
