Norborne
Smith
Sequoia Financial Group, L.L.C
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About this Advisor
Norborne Smith is a financial advisor based in Akron, Ohio. Smith is an advisor for Sequoia Financial Group, L.L.C. Their career trajectory has included roles at Goldman, Sachs & Co, N/A, Zeke Capital Advisors and Sequoia Financial Advisors. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Sequoia Financial Group, L.L.C is an advisory firm operating out of Akron, OH. It has offices in 17 locations and a total of 212 financial advisors. It manages $16 billion in assets across its 19,755 client accounts, making it one of the largest firms in the country by assets under management. The firm advises six charitable organizations. Of its 19,755 client accounts, 35% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a wide range 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 usually vary depending on which services the firm provides the client. However, fee types billed by Sequoia Financial Group, L.L.C can 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
Norborne Smith Work History
Norborne has been registered as a financial advisor for 0 years.*
Sequoia Financial Advisors
Zeke Capital Advisors
N/A
Goldman, Sachs & Co
*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 Norborne Smith 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
Cleveland, 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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