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Daniel Terrill Russler

Sequoia Financial Group, L.L.C.

Akron, OH

Charleston, SC

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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

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