Brian
Stertzer

Sequoia Financial Group, L.L.C

CRD#1155660
Investment Advisor
in Akron, OH

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About this Advisor

Brian Stertzer is a certified financial planner who works in Akron, Ohio with a total of 2 years of relevant experience. Stertzer works at Sequoia Financial Group, L.L.C. The advisor has gained experience at Wealthstone, Sequoia Financial Group LLC and Sequoia Financial Advisors LLC. Stertzer is able to serve investors in Ohio and South Carolina. Sequoia Financial Group, L.L.C is a company that has its headquarters in Akron, OH. It has offices in 17 locations and a total of 212 financial advisors. It controls $16 billion in total assets between its 19,755 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 19,755 customer accounts, 35% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a number of services, such as 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 are based on which services the firm provides the client. However, fee types charged by Sequoia Financial Group, L.L.C most likely include any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

Brian Stertzer Work History

Brian 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

2007 - 2021 (14 years)

Wealthstone

*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 Brian Stertzer 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
Christopher Creahan
Beachwood, OH
Laura Kiick
Akron, OH
Taylor Papiernik
Akron, OH
Matthew Pullar
Akron, OH
Richelle Durkin
Troy, MI
Henry On
Akron, OH
Erika Mutch
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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