Ryan Christopher Baney

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

• 02/2014 → 01/2017
  Sequoia Financial Group
  Tampa, FL
• 02/2017 → 01/2019
  Sequoia Financial Group
  Tampa, FL
• 02/2019 → Present
  Sequoia Financial Group
  Tampa, FL
• 05/2012 → Present
  Sequoia Financial Advisors, Llc
  Tampa, FL

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. TAMPA, FL WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - December 2011. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND IS ELIGIBLE FOR BONUS AND PROFIT DISTRIBUTIONS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ryan Christopher Baney