Ashley
Costello
Sequoia Financial Group, L.L.C
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About this Advisor
Ashley Costello is a certified financial planner who works out of Cleveland, Ohio, who has 1 year of industry experience. Costello is on the advisory team at Sequoia Financial Group, L.L.C. The advisor has gained experience at Financial Planners Of Cleveland Dba Nca Financial Planners, Bank Of America, Royal Alliance Associates, Inc and Royal Alliance. Costello maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Sequoia Financial Group, L.L.C is a firm operating out of Akron, OH. The firm has offices in 17 locations and a total of 212 employees. It oversees $16 billion in total assets between its 19,755 accounts, making it one of the largest firms in the nation by assets under management. The firm advises six charities and foundations. Of its 19,755 customer accounts, 35% are associated with high-net-worth investors who have more than $1 million in investable assets. Sequoia Financial Group, L.L.C has a diverse assortment 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 for financial advisory services usually are based on which services the firm provides the client. Fee types billed by Sequoia Financial Group, L.L.C can include some blend 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
Ashley Costello Work History
Ashley has been registered as a financial advisor for 1 years.*
Royal Alliance
Financial Planners Of Cleveland Dba Nca Financial Planners
Royal Alliance Associates, Inc
Financial Planners Of Cleveland Dba Nca Financial Planners
Bank Of America
*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 Ashley Costello 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
Troy, MI
Beachwood, OH
Akron, OH
Akron, OH
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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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.
