Daniel Tesfaye
Investment adviser representative at Sequoia Financial Group, L.L.C.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Sequoia Financial Group, L.L.C.May 2022 to now
- Bank of America N.A.Sep 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Apr 2022
- Northwestern Mutual Investment Services, LLCFeb 2018 to Jun 2019
- Northwestern Mutual Life Insurance CompanySep 2015 to Jun 2019
- University of North Carolina WilmingtonAug 2013 to Aug 2017
- N/aMay 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6521624
- Firm CRD
- 117756