Cody Daniel Koletic

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

• 11/2014 → 07/2017
  Valic Financial Advisors, Inc.
  West Palm Beach, FL
• 07/2017 → 05/2019
  Baron Silver Stevens Financial Advisors
  Boca Raton, FL
• 07/2017 → 05/2019
  Royal Alliance Associates, Inc.
  Boca Raton, FL
• 01/2015 → 08/2017
  Valic Financial Advisors
  Boca Raton, FL
• 06/2019 → 08/2020
  Atlantic Wealth Partners
  Jupiter, FL
• 08/2020 → 09/2020
  N/A
  Boca Raton, FL
• 09/2020 → 07/2022
  Facet Wealth
  Boca Raton, FL
• 08/2022 → Present
  Sequoia Financial Group
  Tampa, FL
• 08/2022 → Present
  Sequoia Financial Group, L.L.C.
  Akron, OH

Previous Registrations

• 2020-10-05 → 2022-08-08
  Facet
  West Palm Beach, FL
  Boca Raton, FL
• 2019-06-14 → 2020-08-11
  Atlantic Wealth Partners, Llc
  North Palm Beach, FL
• 2017-07-27 → 2019-05-30
  Baron Silver Stevens Financial Advisors, Llc
  Boca Raton, FL
• 2015-05-28 → 2017-08-03
  Valic Financial Advisors, Inc.
  West Palm Beach, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-04-02

Designations

• Certified Financial Planner

Other Names

• Cody Daniel Koletic
• Cody Koletic