Financial ADVSR advisor directory · SEC adviser records
Sequoia Financial Group, L.L.C. financial advisors in Colorado
Every SEC-registered investment adviser representative at a Sequoia Financial Group, L.L.C. office in Colorado, by city and A to Z.
The short answer
8 registered advisors work at Sequoia Financial Group, L.L.C. in Colorado, out of 232 nationwide; it's the firm's number 6 state by advisors, and the most are in Boulder (5). 8 list the CFP designation and 0 are also registered broker representatives.
Sequoia Financial Group, L.L.C. advisors by city in Colorado
Every firm in Colorado →Sequoia Financial Group, L.L.C. advisors in Colorado, A to Z
Search by name →- Lily J. Beitel-HortonBoulder · Certified Financial Planner
- Tami C. CarrollBoulder · Certified Financial Planner
- Brian R. LichtenheldBoulder · Certified Financial Planner
- Julie D. MartinezBoudler · Certified Financial Planner
- May H. NguyenDenver · Certified Financial Planner
- Mariah S. QuishBoulder · Certified Financial Planner
- Jackson J. WegnerDenver · Certified Financial Planner
- Timothy R. WojtalikBoulder · Certified Financial Planner
Sequoia Financial Group, L.L.C. advisors in every state →Sequoia Financial Group, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequoia Financial Group, L.L.C. in other states
Ohio 130Minnesota 32Florida 16Pennsylvania 10Michigan 9Arizona 4Massachusetts 4California 3Utah 3
Questions
How many Sequoia Financial Group, L.L.C. financial advisors are in Colorado?
8 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 232 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Sequoia Financial Group, L.L.C. have the most advisors?
Boulder, with 5, then Denver (2). Sequoia Financial Group, L.L.C. has advisors in 3 cities in Colorado.
How do I check a Sequoia Financial Group, L.L.C. advisor in Colorado?
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.