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).
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Total Assets Under Management17,865MILLION
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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, VT, WA, WI, WV, WY
Norman Cook (CRD# 2470898) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 30 years of experience in the finance industry.
Angela Cosgray (CRD# 3091416) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Ashley Costello (CRD# 6269723) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 9 years of experience in the finance industry.
Christopher Creahan (CRD# 6843704) 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.
Alexandria Dunn (CRD# 5695354) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 13 years of experience in the finance industry.
Richelle Durkin (CRD# 5853347) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Troy, MI and has over 12 years of experience in the finance industry.
Mary Durra (CRD# 2100395) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 21 years of experience in the finance industry.
Karey Edwards (CRD# 3240428) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 13 years of experience in the finance industry.
William Gandert (CRD# 6285187) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 9 years of experience in the finance industry.
Sara Gans (CRD# 6076623) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 9 years of experience in the finance industry.