Phillip Benjamin Friedman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2016
  Axa Advisors, Llc
  New York, NY
• 09/2016 → 03/2017
  Voya Financial Advisors
  North Canton, OH
• 03/2017 → 07/2018
  Strategic Wealth Partners
  Independence, OH
• 07/2018 → Present
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 06/2021 → 12/2023
  Stratos Wealth Partners, Llc
  Beachwood, OH
• 01/2024 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2021-06-11 → 2024-01-03
  Stratos Wealth Advisors Llc
  Beachwood, OH
• 2018-07-30 → 2021-06-16
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 2017-04-04 → 2018-06-26
  Strategic Wealth Partners, Ltd.
  Independence, OH
• 2017-01-25 → 2017-03-03
  Voya Financial Advisors, Inc.
  Independence, OH
  Akron, OH
• 2015-09-08 → 2016-03-08
  Equitable Advisors, Llc
  Independence, OH
  Pepper Pike, OH
  Independence, OH

Exams

• S66 Uniform Combined State Law Examination
  2015-08-27

Other Names

• Phillip Friedman