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
Matthew Teetor (CRD# 5656647) 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.
James Thompson (CRD# 4272992) 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.
Angela Thorn (CRD# 4368548) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Ryan Tomer (CRD# 3198818) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 24 years of experience in the finance industry.
Jeffrey Tudor (CRD# 3141999) 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.
William Venter (CRD# 2254218) 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.
Michael Wasylyshyn (CRD# 1901073) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 35 years of experience in the finance industry.
Heather Welsh (CRD# 5383985) 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.
Nazley Wilson (CRD# 6384543) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Tampa, FL and has over 9 years of experience in the finance industry.
Albert Yambor (CRD# 5675466) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 13 years of experience in the finance industry.