Erika
Mutch
Sequoia Financial Group, L.L.C
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About this Advisor
Erika Mutch is a certified financial planner who works out of Akron, Ohio, with 1 year of industry experience. Mutch is an advisor for Sequoia Financial Group, L.L.C. Mutch has gained experience at Nca Financial Planners, Petso Financial Consutlants, LLC, Royal Alliance Associates, Inc, Mutual Securities, Inc and Sequoia Financial Group, L.L.C. Mutch has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Ohio. Sequoia Financial Group, L.L.C is a financial advisory company based in Akron, OH. The firm 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 largest investment advisory 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 at least $1 million in assets. Sequoia Financial Group, L.L.C has 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. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Sequoia Financial Group, L.L.C likely include any combination 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
Erika Mutch Work History
Erika has been registered as a financial advisor for 1 years.*
Sequoia Financial Group, L.L.C
Petso Financial Consutlants, LLC
Mutual Securities, Inc
Royal Alliance Associates, Inc
Nca Financial Planners
*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 Erika Mutch 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
Beachwood, OH
Troy, MI
Akron, OH
Akron, OH
Chicago, IL
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.