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
Derek Kriebel (CRD# 4286701) 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.
David Kurtz (CRD# 4722326) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 20 years of experience in the finance industry.
Cheryl Lutman (CRD# 6799649) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Ashley Male (CRD# 4283186) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
John Marchand (CRD# 4586694) 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.
Laura Marshall (CRD# 4662020) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Troy, MI and has over 20 years of experience in the finance industry.
Frank Mastrapasqua (CRD# 1048619) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Nashville, TN and has over 31 years of experience in the finance industry.
Annelise McCauley (CRD# 4561286) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 16 years of experience in the finance industry.
Kevin McPeek (CRD# 6639426) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has over 7 years of experience in the finance industry.
Thomas Moughan (CRD# 4282451) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.