Andrew
Hogan
Sequoia Financial Group, L.L.C
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About this Advisor
Andrew Hogan is a financial advisor working in Berwyn, Pennsylvania. Hogan is an advisor for Sequoia Financial Group, L.L.C. The advisor has gained experience at Downingtown Area School District, Chester Valley Golf Club, Pennsylvania State University, Meridiana, Zeke Capital Advisors and Veritable Lp. Hogan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Pennsylvania. Sequoia Financial Group, L.L.C is a registered investment firm based out of Akron, OH. The company has offices in 17 locations and a total of 212 advisors. It handles $16 billion in total assets between its 19,755 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 19,755 client accounts, 35% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs 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. Fees for financial advisory services usually depend on which services are offered. However, fees billed by Sequoia Financial Group, L.L.C can include 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
Andrew Hogan Work History
Andrew has been registered as a financial advisor for 0 years.*
Zeke Capital Advisors
Veritable Lp
Zeke Capital Advisors
Meridiana
Pennsylvania State University
Chester Valley Golf Club
Downingtown Area School District
*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 Andrew Hogan 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
Beachwood, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Troy, MI
Troy, MI
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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