TrueAdvisor
TrueAdvisor
AH
AH

Andrew Francis Hogan

Sequoia Financial Group, L.L.C.
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

Location

1205 Westlakes Drive, Berwyn, PA, 19312

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Zeke Capital Advisors, LLC
January 2021 - February 2023 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.