Lily Justine Beitel-Horton

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

• 06/2016 → 11/2020
  Ubs
  Washington, DC
• 11/2020 → Present
  Bsw Wealth Partners
  Boulder, CO
• 07/2026 → Present
  Sequoia Financial Group
  Boulder , CO

Previous Registrations

• 2016-07-11 → 2020-12-03
  Ubs Financial Services Inc.
  Washington, DC
• 2015-08-04 → 2015-09-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 2014-08-20 → 2015-06-25
  Barclays Capital Inc.
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2014-08-18

Designations

• Certified Financial Planner

Other Names

• Lily Justine Horton