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
Linda Litner (CRD# 1659553) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Amber Macbeth (CRD# 5498481) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Nathan Marcus (CRD# 7122338) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
Bennett Nadworny (CRD# 6871471) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 3 years of experience in the finance industry.
Cassandra Oliver (CRD# 7256340) 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.
Michael Orfe (CRD# 4902972) 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.
Christopher Peck (CRD# 6388826) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 4 years of experience in the finance industry.
Gregory Robb (CRD# 2629834) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 28 years of experience in the finance industry.
Zachary Rosenthal (CRD# 7534645) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Berwyn, PA and has 1 year of experience in the finance industry.
Daniela Savova Truver (CRD# 6661323) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.