Danielle
Serlin
Sequoia Financial Group, L.L.C
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About this Advisor
Danielle Serlin is a financial advisor working out of Troy, Michigan with a total of 1 year of industry experience. Serlin is an advisor for Sequoia Financial Group, L.L.C. Over the course of their career, Serlin has held roles at City Center Financial, LLC, Ohg Michigan, Oakland Steiner School, City Center Advisors, LLC, Team Divisha Financial, Corecap Advisors, Inc, Sequoia Financial Group and City Center Financial. Serlin maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Michigan. Sequoia Financial Group, L.L.C is a business that has its headquarters in Akron, OH. The company has offices in 17 locations and a total of 212 financial advisors. It oversees $16 billion in total assets among its 19,755 accounts, making it one of the biggest financial advisory firms in the country 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 investable 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. Fees charged by financial advisors usually depend on which services are provided. Fee types billed by Sequoia Financial Group, L.L.C can be comprised of 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
Danielle Serlin Work History
Danielle has been registered as a financial advisor for 1 years.*
Sequoia Financial Group
City Center Financial, LLC
Team Divisha Financial
City Center Advisors, LLC
City Center Advisors, LLC
City Center Financial, LLC
Corecap Advisors, Inc
City Center Financial
Ohg Michigan
Oakland Steiner School
*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 Danielle Serlin 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
Akron, OH
Akron, OH
Beachwood, OH
Troy, MI
Akron, OH
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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