Danielle Serlin

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

• 04/2022 → 10/2022
  City Center Financial, Llc
  Troy, MI
• 08/2016 → 07/2017
  Ohg Michigan
  Bloomfield Hills, MI
• 12/2018 → 02/2022
  City Center Advisors, Llc
  Troy, MI
• 02/2022 → 03/2022
  Team Divisha Financial
  Bingham Farms, MI
• 04/2022 → 10/2022
  City Center Advisors, Llc
  Troy, MI
• 10/2018 → 02/2022
  City Center Financial, Llc
  Troy, MI
• 05/2018 → 12/2018
  Corecap Advisors, Inc.
  Troy, MI
• 11/2022 → Present
  Sequoia Financial Group
  Troy, MI
• 08/2017 → 05/2018
  City Center Financial
  Troy, MI

Previous Registrations

• 2022-04-11 → 2022-10-11
  City Center Advisors, Llc
  Troy, MI
• 2018-12-08 → 2022-02-25
  City Center Advisors, Llc
  Troy, MI
  Troy, MI
• 2018-06-01 → 2018-12-04
  Corecap Advisors
  Troy, MI
  Rochester Hills, MI
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-17

Designations

• Certified Financial Planner

Other Names

• Danielle Nichole Serlin