Brian James Grossman
Investment adviser representative at Sequoia Financial Group, L.L.C.
13 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
Are you Brian James Grossman? Claim your profile
Contact this firm
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
13 years in the industry.
- Sequoia Financial Group, L.L.C.Jul 2020 to now
- Sequoia Financial Advisors, LLCJul 2020 to now
- The Huntington Investment CompanyFeb 2017 to Jul 2020
- LPL Financial LLCMar 2014 to Aug 2017
- Firstmerit Private BankDec 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5642861
- Firm CRD
- 117756