Cassandra L Oliver
Investment adviser representative at Sequoia Financial Group, L.L.C.
19 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
19 years in the industry.
- Sequoia Financial Group, L.L.C.Mar 2022 to now
- Sequoia Financial AdvisorsFeb 2022 to now
- J.P. Morgan Securities LLCMay 2020 to Mar 2022
- JPMorgan Chase Bank, N.A.Mar 2020 to Feb 2022
- UnemployedSep 2019 to Feb 2020
- PNCJul 2007 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7256340
- Firm CRD
- 117756