Brandon
Schwab
Sequoia Financial Group, L.L.C
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About this Advisor
Brandon Schwab is a financial advisor based in Tampa, Florida, working with Sequoia Financial Group, L.L.C. Brandon has previously held positions at UBS Financial Services Inc, J.P. Morgan Securities LLC, Sequoia Financial Group, F. L. Putnam Investment Management Company, and Eaton Vance Wateroak Advisors. Brandon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Brandon is part of Sequoia Financial Group, L.L.C, which operates out of Tampa, Florida. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$17,865,170,338
250
23,386
$763,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brandon Schwab Work History
Sequoia Financial Group
F. L. Putnam Investment Management Company
Eaton Vance Wateroak Advisors
J.P. Morgan Securities LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Brandon Schwab to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Financial Group, L.L.C
Akron, OH
Tampa, FL
Troy, MI
Tampa, FL
Chicago, IL
Akron, OH
Houston, TX
Akron, OH
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