John
Nadworny

Sequoia Financial Group, L.L.C

CRD#1605754
Investment Advisor
in Burlington, MA

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About this Advisor

John Nadworny is a financial advisor based in Burlington, Massachusetts, working with Sequoia Financial Group, L.L.C. John has previously held positions at Lpl Financial LLC, Shepherd Financial Partners, LLC, Affinia Financial Group, LLC, Purshe Kaplan Sterling Investments, and Sequoia Financial Advisors. John has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, John is part of Sequoia Financial Group, L.L.C, which operates out of Burlington, Massachusetts. 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

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

80 Blanchard Road, Suite 201
Burlington, MA 01803

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Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$17,865,170,338

MA Average: $2,106,341,625
Total Number of Employees

250

MA Average: 34
Total Number of Accounts

23,386

MA Average: 1,972
Average Account Size

$763,926

MA Average: $1,068,125

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

John Nadworny Work History

2023 - Present (1 year)

Sequoia Financial Advisors

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

Affinia Financial Group, LLC

2015 - 2019 (4 years)

Shepherd Financial Partners, LLC

2004 - 2021 (17 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of John Nadworny 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

Albert Yambor
Akron, OH
William Gandert
Akron, OH
Jan Vecerka
Columbus, OH
Maddalena Parks
Akron, OH
Kathryn Senn
Akron, OH
Linda Litner
Chicago, IL
Jared Waldrup
Houston, TX
David Stribula
Akron, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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