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Financial ADVSR advisor directory · SEC adviser records

Sequoia Financial Group, L.L.C. financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Sequoia Financial Group, L.L.C. office in Phoenix, A to Z.

The short answer

3 registered advisors work at Sequoia Financial Group, L.L.C. in Phoenix, out of 232 at the firm nationwide; it ranks number 81 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sequoia Financial Group, L.L.C. advisors in Phoenix, A to Z

Every Sequoia Financial Group, L.L.C. advisor →

Sequoia Financial Group, L.L.C. advisors in every city and state →Sequoia Financial Group, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sequoia Financial Group, L.L.C. advisors in other cities

Akron, OH 109Northfield, MN 15Tampa, FL 13Berwyn, PA 10Bloomington, MN 10Mayfield Heights, OH 9Troy, MI 8Beachwood, OH 5Boulder, CO 5Dublin, OH 5Burlington, MA 4Minneapolis, MN 4Charleston, SC 2Cottonwood Heights, UT 2Denver, CO 2

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does Sequoia Financial Group, L.L.C. have in Phoenix?

3 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 232 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sequoia Financial Group, L.L.C. one of the largest advisor employers in Phoenix?

Sequoia Financial Group, L.L.C. ranks number 81 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Sequoia Financial Group, L.L.C. advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sequoia Financial Group, L.L.C. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.