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Financial ADVSR advisor directory · SEC adviser records

Sequoia Financial Group, L.L.C. financial advisors in Boulder, CO

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

The short answer

6 registered advisors work at Sequoia Financial Group, L.L.C. in Boulder, out of 232 at the firm nationwide; it ranks number 23 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Sequoia Financial Group, L.L.C. advisors in Boulder, 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 5Dublin, OH 5Burlington, MA 4Minneapolis, MN 4Phoenix, AZ 3Charleston, SC 2Cottonwood Heights, UT 2Denver, CO 2

Other firms in Boulder

All Boulder advisors →

Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29Morgan Stanley 18UBS Financial Services Inc. 17Bsw Wealth Partners 15Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9

Questions

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

6 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 232 nationwide. 5 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 Boulder?

Sequoia Financial Group, L.L.C. ranks number 23 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.

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

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.