Sequoia Financial Group, LLC

Sequoia Financial Group, LLC (CRD# 117756) is a financial advisory firm headquartered in Akron, OH. They manage $17,865,170,338 in 23,386 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,865
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sequoia Financial Group, LLC
Showing 1 - 10 of 100 top financial advisors.
1
Ryan C. Baney
CRD#: 5638647
3500 Embassy Parkway, Akron, OH 44333

Ryan Baney (CRD# 5638647) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 11 years of experience in the finance industry.

2
Edwin R. Barton
CRD#: 7011364
104 Woodmont Boulevard, Suite 320, Nashville, TN 37205

Edwin Barton (CRD# 7011364) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Nashville, TN and has over 5 years of experience in the finance industry.

3
Don Bentley
CRD#: 4133038
5480 Corporate Drive, Suite 100, Troy, MI 48098

Don Bentley (CRD# 4133038) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Troy, MI and has over 24 years of experience in the finance industry.

4
David Berry
CRD#: 2419241
21420 Greater Mack Avenue, Saint Clair Shores, MI 48080

David Berry (CRD# 2419241) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Saint Clair Shores, MI and has over 14 years of experience in the finance industry.

5
Amanda K. Blankenship
CRD#: 5365463
2000 Auburn Dr., 400, Beachwood, OH 44122

Amanda Blankenship (CRD# 5365463) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has over 6 years of experience in the finance industry.

6
Christine M. Boehnlein
CRD#: 2549788
2000 Auburn Dr., Ste 350, Beachwood, OH 44122

Christine Boehnlein (CRD# 2549788) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.

7
Jill A. Branthoover
CRD#: 3094391
2000 Auburn Dr., Suite 350, Beachwood, OH 44122

Jill Branthoover (CRD# 3094391) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has over 25 years of experience in the finance industry.

8
Jason J. Budrick
CRD#: 4449445
5480 Corporate Drive, Suite 100, Troy, MI 48098

Jason Budrick (CRD# 4449445) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Troy, MI and has over 22 years of experience in the finance industry.

9
Robert B. Casarona
CRD#: 6368560
3500 Embassy Parkway, Akron, OH 44333

Robert Casarona (CRD# 6368560) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 8 years of experience in the finance industry.

10
Trevor R. Chuna
CRD#: 5031603
3500 Embassy Parkway, Akron, OH 44333

Trevor Chuna (CRD# 5031603) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 18 years of experience in the finance industry.

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