William
Szlag
Sequoia Financial Group, L.L.C
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About this Advisor
William Szlag is a financial advisor based in Akron, Ohio, working with Sequoia Financial Group, L.L.C. William has previously held positions at Hantz Financial Services, Puma, Public Works Clinton Twp, Oakland University, Liberty Sheet Metal, Clinton Twp Public Works, Romeo High School, Lpl Financial, LLC, and Sequoia Financial Group, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, William 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
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
William Szlag Work History
Sequoia Financial Group, LLC
Lpl Financial, LLC
Hantz Financial Services
Hantz Financial Services
Puma
Public Works Clinton Twp
Liberty Sheet Metal
Liberty Sheet Metal
Oakland University
Clinton Twp Public Works
Romeo High School
Disclosures
Please visit the SEC profile of William Szlag 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
Houston, TX
Tampa, FL
Berwyn, PA
Akron, OH
Cleveland, OH
Troy, MI
Akron, OH
Columbus, 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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