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Financial ADVSR advisor directory · SEC adviser records

Sequoia Financial Group, L.L.C. financial advisors in Cottonwood Heights, UT

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

The short answer

4 registered advisors work at Sequoia Financial Group, L.L.C. in Cottonwood Heights, out of 232 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sequoia Financial Group, L.L.C. advisors in Cottonwood Heights, 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 4Phoenix, AZ 3Charleston, SC 2Denver, CO 2

Other firms in Cottonwood Heights

All Cottonwood Heights advisors →

Sofi Wealth LLC 26Charles Schwab & Co., Inc. 18Raymond James & Associates, Inc. 14Wells Fargo Advisors Financial Network, LLC 11LPL Financial LLC 9Lido 8Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5M2 Financial LLC 4Strategic Advisers LLC 4S20 Capital, LLC 3

Questions

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

4 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 232 nationwide. 3 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 Cottonwood Heights?

Sequoia Financial Group, L.L.C. ranks number 10 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.

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

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.