Andrew
Kinder
Sequoia Financial Group, L.L.C
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About this Advisor
Andrew Kinder is a certified financial planner who works in Akron, Ohio with a total of 1 year of industry experience. Kinder is an employee of Sequoia Financial Group, L.L.C. During their career, the advisor has held roles at Merrill Lynch, Self-Employed/Unemployed, Manpower, John Batlas Realty, Addivant, Morgan Stanley, Wvu, Morgan Stanley Private Bank, N.A, Buckingham Strategic Wealth, Terrace Heights Apartments, Sequoia Financial Group, Sequoia Financial Group, L.L.C and N/A. Kinder holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Sequoia Financial Group, L.L.C is an advisory company operating out of Akron, OH. The investment advisory business has offices in 17 locations and a total of 212 advisors. It has $16 billion in assets among its 19,755 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 19,755 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets. Sequoia Financial Group, L.L.C performs a number 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 largely are based on which service is offered. However, fees billed by Sequoia Financial Group, L.L.C may 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 Kinder Work History
Andrew has been registered as a financial advisor for 1 years.*
Sequoia Financial Group
Sequoia Financial Group, L.L.C
N/A
Buckingham Strategic Wealth
Morgan Stanley
Morgan Stanley Private Bank, N.A
Merrill Lynch
Self-Employed/Unemployed
Manpower
John Batlas Realty
Addivant
John Batlas Realty
Terrace Heights Apartments
Wvu
*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 Kinder 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
Troy, MI
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Beachwood, 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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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.
