Rachel Toscano
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 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
12 years in the industry.
- Sequoia Financial Group, L.L.C.Aug 2026 to now
- Sequioa Financial GroupAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- Agw Capital AdvisorsJan 2022 to May 2026
- StudentJul 2021 to Jan 2022
- Charles Schwab & Co., Inc.Jun 2021 to Jul 2021
- Full Time StudentJan 2021 to May 2021
- UnemployedApr 2020 to Dec 2020
- Walt Disney CompanyJan 2020 to May 2020
- Canal Park LodgeMay 2019 to Aug 2019
- Benedictine Health SystemJun 2018 to Jan 2020
- Campus FuzeJan 2016 to Aug 2019
- Duluth East High SchoolSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7398561
- Firm CRD
- 117756