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
Dylan Greene (CRD# 6797181) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 6 years of experience in the finance industry.
Brian Grossman (CRD# 5642861) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Jared Gruszczynski (CRD# 6699630) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Tampa, FL and has over 6 years of experience in the finance industry.
Cynthia Haddad (CRD# 2290950) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 31 years of experience in the finance industry.
Thomas Haught (CRD# 2098919) 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.
Ryan Heider (CRD# 6831817) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 6 years of experience in the finance industry.
Albert Kantra (CRD# 1708373) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 36 years of experience in the finance industry.
Laura Kiick (CRD# 4192336) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 22 years of experience in the finance industry.
Gerald Knotek (CRD# 2676297) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 23 years of experience in the finance industry.
Claude Koontz (CRD# 2775010) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 27 years of experience in the finance industry.