Steven
Resler
Sequoia Financial Group, L.L.C
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About this Advisor
Steven Resler is a certified financial planner who works out of Winter Springs, Florida. Resler is currently employed by Sequoia Financial Group, L.L.C. Their career trajectory has included roles at Hallmark Capital Management and Fidelity Brokerage Services LLC. Resler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Sequoia Financial Group, L.L.C is an advisory firm operating out of Akron, OH. The investment advisory business has offices in 17 locations and a total of 212 advisors. It administers $16 billion in assets across its 19,755 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 19,755 accounts, 35% are held by high-net-worth clients who have greater than $1 million in assets. Sequoia Financial Group, L.L.C performs a number of services, including 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. Financial management fees usually vary depending on which services are provided. Fees charged by Sequoia Financial Group, L.L.C can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$15,567,376,490
212
19,755
$788,022
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
Steven has been registered as a financial advisor for 0 years.*
Hallmark Capital Management
Hallmark Capital Management
Fidelity Brokerage Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Sequoia Financial Group, L.L.C
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
Akron, OH
Akron, OH
Troy, MI
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
