Michael
Wasylyshyn
Sequoia Financial Group, L.L.C
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About this Advisor
Michael Wasylyshyn is a financial advisor based in Cleveland, Ohio, working with Sequoia Financial Group, L.L.C. Michael has previously held positions at Royal Alliance Associates, Inc, Financial Planners Of Cleveland, Inc Dba Nca Financial Planners, and Sequoia Financial Group, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Michael is part of Sequoia Financial Group, L.L.C, which operates out of Cleveland, 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
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$17,865,170,338
250
23,386
$763,926
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
Michael Wasylyshyn Work History
Sequoia Financial Group, LLC
Royal Alliance Associates, Inc
Financial Planners Of Cleveland, Inc Dba Nca Financial Planners
Disclosures
Please visit the SEC profile of Michael Wasylyshyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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