William Szlag
Investment adviser representative at Sequoia Financial Group, L.L.C.
11 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
11 years in the industry.
- Sequoia Financial Group, L.L.C.Apr 2024 to now
- LPL Financial, LLCOct 2021 to Feb 2024
- Hantz Financial ServicesSep 2018 to Oct 2021
- PumaJul 2018 to Sep 2018
- Public Works Clinton TwpMay 2018 to Aug 2018
- Liberty Sheet MetalMay 2017 to Sep 2017
- Oakland UniversitySep 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7013247
- Firm CRD
- 117756