Best Investors Account Sign in
Inactive

Daniel Terrill Russler

Sequoia Financial Group, L.L.C.

Akron, OH

Charleston, SC

CRD 1774188

Claim This Profile
Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-16
  • SC RA
    APPROVED
    Since 2024-09-16

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

997 Morrison Drive, Suite 401, Charleston, SC 29401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Asset Management, Llc Charleston SC 09/2003 Present
Sequoia Financial Group, Llc Akron OH 09/2024 Present
Previous Registrations
  • 2018-03-06 → 2025-03-25
    Family Asset Management, Llc
    Charleston, SC
  • 2004-01-09 → 2017-12-31
    Family Asset Management, Llc
    Charleston, SC
Other Businesses

Sequoia FInancial Group, LLC - Wealth Advisor - Investment Related Family Asset Management - Chief Investment Officer - Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-27
S63 Uniform Securities Agent State Law Examination 1996-12-27
  • S66 Uniform Combined State Law Examination
    2001-04-27
  • S63 Uniform Securities Agent State Law Examination
    1996-12-27
Other Names
  • Dan Russler
  • Daniel Russler
  • Daniel Terrill Russler

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

More in Akron, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor