David Eric Bragman
Investment adviser representative at Sequoia Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$599.6MFirm assets
Are you David Eric Bragman? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sequoia Wealth Management, LLCAug 2016 to now
- Sequoia Welath Management, LLCAug 2016 to now
- LPL Financial LLCJul 2016 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (GA, IL).
Sequoia Wealth Management, LLC
$599.6MAssets managed
1,640Clients
16Advisers
12 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
- 5958698
- Firm CRD
- 170543