Christian
Seybert

Sequoia Financial Group, L.L.C

CRD#7711591
Investment Advisor
in Akron, OH

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About this Advisor

Christian Seybert is a financial advisor based in Akron, Ohio, working with Sequoia Financial Group, L.L.C. Christian has previously held positions at Sequoia Financial Advisors and was a full-time student. Christian has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Christian is part of Sequoia Financial Group, L.L.C, which operates out of Akron, Ohio. 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 65, CERTIFIED FINANCIAL PLANNER™

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

$17,865,170,338

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

250

OH Average: 34
Total Number of Accounts

23,386

OH Average: 1,972
Average Account Size

$763,926

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

Christian Seybert Work History

2023 - Present (1 year)

Sequoia Financial Advisors

2022 - 2023 (1 year)

Sequoia Financial Advisors

2010 - 2022 (12 years)

Full Time Student

Disclosures

Please visit the SEC profile of Christian Seybert 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

Brandon Mcbride
Troy, MI
Jared Waldrup
Houston, TX
Linda Litner
Chicago, IL
Kathryn Senn
Akron, OH
Brandon Schwab
Tampa, FL
William Gandert
Akron, OH
Joseph Frederick
Berwyn, PA
Albert Yambor
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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