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CFP
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CFP

Ryan Tomer

Sequoia Financial Group, L.L.C.
25 Years of Experience
Akron, OH
1 Disclosure
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Ryan Tomer is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B in assets under management.

Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

Sequoia Financial Advisors charges for investment management services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.

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Location

3500 Embassy Parkway, Akron, OH, 44333

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History

Regulatory History (1)
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Criminal
October 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan works as a Director of Private Client Services at Sequoia Financial Group, LLC, focusing on wealth management and financial planning. This role is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Provise Management Group, LLC
July 2017 - June 2019 · 1 yr 11 mos
Kestra Investment Services, LLCBroker
July 2017 - June 2019 · 1 yr 11 mos
USAA Financial Planning Services
June 2011 - April 2017 · 5 yrs 10 mos
USAA Financial Advisors, INC.Broker
June 2011 - April 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - May 2011 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - May 2011 · 1 yr 8 mos
LPL Financial Corporation
September 2009 - September 2009 · 0 mos
LPL Financial CorporationBroker
August 2009 - September 2009 · 1 mo
Banc of America Investment Services, INC.
November 2006 - April 2009 · 2 yrs 5 mos
Banc of America Investment Services, INC.Broker
November 2006 - April 2009 · 2 yrs 5 mos
UBS Financial Services INC.
March 2005 - October 2006 · 1 yr 7 mos
UBS Financial Services INC.Broker
March 2005 - October 2006 · 1 yr 7 mos
Manulife Financial Securities LLC
September 2004 - January 2005 · 4 mos
John Hancock Distributors LLCBroker
September 2004 - January 2005 · 4 mos
Citizens Investment Services CORP.Broker
November 2002 - July 2004 · 1 yr 8 mos
Metlife Securities INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
August 2001 - November 2002 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2001 · 6 mos
Pruco Securities CorporationBroker
November 2000 - February 2001 · 3 mos
Signator Investors, INC.Broker
September 1999 - November 2000 · 1 yr 2 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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