Cuyler Chase Costanzo
Investment adviser representative at Sequoia Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Sequoia Financial Group, L.L.C.Jun 2025 to now
- J.P. Morgan Institutional Investments Inc.Feb 2022 to May 2025
- J.P. Morgan Investment Management Inc.Feb 2022 to May 2025
- JPMorgan Distribution Services, Inc.Jan 2020 to Feb 2022
- UnemployedSep 2019 to Jan 2020
- PNC Wealth MangementMay 2019 to Aug 2019
- SwensonsOct 2018 to Aug 2019
- BMO Harris BankJun 2018 to Aug 2018
- Scioto Country ClubMay 2017 to Aug 2017
- Recreational Physical & Activity Center /ohio State/life FaciltyDec 2016 to Oct 2018
- UnemployedSep 2016 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7220695
- Firm CRD
- 117756