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
Jack Zhang (CRD# 6844525) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Ashley Bayer (CRD# 7131922) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
James Clemens (CRD# 7173408) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Ashley Crotwell (CRD# 7240595) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Elizabeth De Nitto (CRD# 6946634) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Connor Fife (CRD# 6813907) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 3 years of experience in the finance industry.
Zachary Gerber (CRD# 7389346) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry.
Daniel Grove (CRD# 7578835) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Douglas Haught (CRD# 7122897) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Alissa Hitchcock (CRD# 7389350) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.