Berkeley George Harrison

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

• 08/2014 → 05/2019
  Citibank, N.A. / Citigroup Global Markets Inc.
  Los Angeles, CA
• 05/2019 → Present
  Sterling Financial Group
  Pasadena, CA
• 05/2019 → Present
  Lpl Financial Llc
  Pasadena, CA
• 10/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2021-04-09 → 2026-06-30
  Sterling Financial Group, Inc.
  Pasadena, CA
• 2014-10-13 → 2019-05-07
  Citigroup Global Markets Inc.
  Los Angeles, CA

Other Businesses

1.) 02/28/2020 - Sterling Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2019 - 200 hr/mth 2.) 10/16/2025 - Sequoia Financial Group, LLC - 3875 Embassy Parkway, Akron, OH 44333 - investment related - investment advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Designations

• Chartered Financial Analyst

Other Names

• Berk Harrison
• Berkeley G Harrison