William Gandert
Investment adviser representative at Sequoia Financial Group, L.L.C.
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32.2BFirm assets
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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
4 years in the industry.
- Sequoia Financial Group, L.L.C.Oct 2018 to now
- Victory Capital ManagementAug 2018 to Oct 2018
- UnemployedJun 2018 to Aug 2018
- Symphony Financial Services, Inc.Mar 2017 to Jun 2018
- Stratos Wealth Partners, LtdJan 2017 to Mar 2017
- LPL Financial, LLCJan 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6285187
- Firm CRD
- 117756