Daniela Savova Truver

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

• 02/2009 → 08/2018
  Suntrust
  Jupiter, FL
• 08/2018 → 03/2019
  Ballentine Partners, Llc
  Palm Beach Gardens, FL
• 06/2019 → 04/2023
  Sun Trust
  Jupiter, FL
• 04/2023 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2018-09-24 → 2019-04-01
  Ballentine Partners
  Palm Beach Gardens, FL
• 2016-08-16 → 2017-12-31
  Gfo Advisory Services, Llc
  Jupiter, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31

Designations

• Certified Financial Planner

Other Names

• Daniela Savova-Truver
• Daniela Savova Truver