Brandon Joseph Schwab
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sequoia Financial Group, L.L.C.May 2023 to now
- F. L. Putnam Investment Management CompanyJan 2022 to May 2023
- UnemployedSep 2021 to Dec 2021
- Eaton Vance Wateroak AdvisorsAug 2018 to Aug 2021
- J.P. Morgan Securities LLCJun 2017 to Aug 2018
- UBS Financial Services Inc.Jul 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5026576
- Firm CRD
- 117756