Investment adviser representative · Sagevest Financial Advisors, LLC
Edward A. Runyon
CRD 2334781 · Newport Beach, CA
At a glance
Edward A. Runyon is an investment adviser representative with Sagevest Financial Advisors, LLC in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 2002, about 23 years ago.
Current advisory firm
- Sagevest Financial Advisors, LLCSince July 2025Newport Beach, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.