Michael Wasylyshyn, financial advisor Mayfield Heights OH

Michael Wasylyshyn

CRD Number: 1901073
Current Firm: Sequoia Financial Group, LLC

Michael Wasylyshyn (CRD# 1901073) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Sequoia Financial Group, LLC Mayfield Heights, OH Jan 2022 - Current 2
Royal Alliance Associates, Inc. Cleveland, OH Aug 1991 - Feb 2022 30
Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners Mayfield Hts, OH Jul 1991 - Jan 2022 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael M. Wasylyshyn
Phone Number: 330-375-9480
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,865
    MILLIONS
  • Total Number of Accounts
    23,386
    ACCOUNTS
  • Average Account Value
    $763,926
Compensation Options
  • 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
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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