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
Anthony Rome (CRD# 6436272) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Tampa, FL and has over 7 years of experience in the finance industry.
Melanie Ross (CRD# 4262971) 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.
Christopher Rule (CRD# 6941925) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Alexander Rupert (CRD# 6424144) 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.
Elizabeth Scheiderer (CRD# 5422740) 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.
Kathryn Senn (CRD# 6832618) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 5 years of experience in the finance industry.
Larry Shetler (CRD# 7007495) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 5 years of experience in the finance industry.
Patrick Snell (CRD# 1982129) 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.
Laura Sternheimer (CRD# 2518943) 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.
Jasmina Tadic (CRD# 4526823) 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.