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