Steven
Resler
Sequoia Financial Group, L.L.C
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About this Advisor
Steven Resler is a financial advisor based in Winter Springs, Florida, working with Sequoia Financial Group, L.L.C. Steven has previously held positions at Fidelity Brokerage Services LLC and Hallmark Capital Management. Steven has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Steven is part of Sequoia Financial Group, L.L.C, which operates out of Winter Springs, 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
Steven Resler Work History
Hallmark Capital Management
Hallmark Capital Management
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Steven Resler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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