Joshua
Rennert

Sequoia Financial Group, L.L.C

CRD#5133553
Investment Advisor
in Akron, OH

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About this Advisor

Joshua Rennert is a financial advisor based out of Akron, Ohio who has 2 years of industry experience. Rennert is an advisor for Sequoia Financial Group, L.L.C. Over the course of their career, Rennert has held roles at Foresters Equity Services, Inc, Huntington National Bank (Chemical Bank), Huntington National Bank, Comerica Bank, Sequoia Financial Group LLC and Sequoia Financial Advisors LLC. Rennert maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Sequoia Financial Group, L.L.C is an advisory company operating out of Akron, OH. The company has offices in 17 locations and a total of 212 financial advisors. It controls $16 billion in assets among its 19,755 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 19,755 customer accounts, 35% belong to high-net-worth individuals who have more than $1 million in investable assets. Sequoia Financial Group, L.L.C provides a wide array 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 fee schedules typically vary depending on which service is provided. However, fees charged by Sequoia Financial Group, L.L.C may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

3500 Embassy Parkway
Akron, OH 44333

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Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$15,567,376,490

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

212

OH Average: 34
Total Number of Accounts

19,755

OH Average: 1,972
Average Account Size

$788,022

OH 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

Joshua Rennert Work History

Joshua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sequoia Financial Group LLC

2021 - Present (3 years)

Sequoia Financial Advisors LLC

2019 - 2021 (2 years)

Comerica Bank

2017 - 2017 (< 1 year)

Huntington National Bank (Chemical Bank)

2017 - 2019 (2 years)

Huntington National Bank

2016 - 2016 (< 1 year)

Huntington National Bank

2014 - 2015 (1 year)

Huntington National Bank

2013 - 2014 (1 year)

Huntington National Bank

2010 - 2013 (3 years)

Foresters Equity Services, Inc

*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 Joshua Rennert 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

Sara Gans
Akron, OH
Henry On
Akron, OH
Christopher Creahan
Beachwood, OH
Taylor Papiernik
Akron, OH
Matthew Pullar
Akron, OH
Laura Kiick
Akron, OH
Richelle Durkin
Troy, MI
Jack Zhang
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.

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