Logan Isaiah Green
Investment adviser representative at Sequoia Financial Group, L.L.C.
13 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
13 years in the industry.
- Sequoia Financial Group, L.L.C.Jun 2026 to now
- Fisher InvestmentsMay 2024 to Jun 2026
- Raymond James FinancialMay 2022 to May 2024
- Florida Financial AdvisorsJul 2021 to Mar 2022
- UnemploymentMay 2021 to Jul 2021
- University of South Florida AthleticsFeb 2021 to May 2021
- University of South FloridaAug 2019 to May 2021
- Duffy's Sports GrillAug 2019 to Oct 2020
- Regal CinemasJul 2018 to Aug 2019
- UnemploymentMay 2018 to Jul 2018
- Florida State UniversityAug 2017 to May 2018
- Publix SupermarketsMar 2017 to Aug 2017
- Seven Rivers Christian SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7407414
- Firm CRD
- 117756