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Financial ADVSR advisor directory · SEC adviser records

Sequoia Financial Group, L.L.C. financial advisors in Utah

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

The short answer

5 registered advisors work at Sequoia Financial Group, L.L.C. in Utah, out of 232 nationwide; it's the firm's number 10 state by advisors, and the most are in Cottonwood Heights (2). 3 list the CFP designation and 0 are also registered broker representatives.

Sequoia Financial Group, L.L.C. advisors by city in Utah

Every firm in Utah →

Cottonwood Heights 2Lehi 1

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

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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 9Colorado 8Arizona 4Massachusetts 4California 3

Questions

How many Sequoia Financial Group, L.L.C. financial advisors are in Utah?

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

Where in Utah does Sequoia Financial Group, L.L.C. have the most advisors?

Cottonwood Heights, with 2, then Lehi (1). Sequoia Financial Group, L.L.C. has advisors in 2 cities in Utah.

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

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.