Gregory Robb (CRD# 2629834) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 28 years of experience in the finance industry.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group, LLC | Akron, OH | Oct 2021 - Current | 2 |
| Sequoia Financial Advisors, LLC | Akron, OH | Oct 2021 - Current | 2 |
| Fnb Wealth Management | Cleveland, OH | Sep 2013 - Aug 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- OH
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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