David Bragman
David Bragman is a ChFC-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Atlanta, GA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,550 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates his LPL business under the DBA DEB Financial and is an IAR with Sequoia Wealth Management. He also sells non-variable insurance and is licensed for life and health insurance, dedicating about 10-20% of his time to insurance sales.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Trust CO. of America SecuritiesBroker
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.