Colin Arnold Richards
Investment adviser representative at Sequoia Financial Group, L.L.C.
16 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
16 years in the industry.
- Sequoia Financial Group, L.L.C.Aug 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Aug 2026
- Cetera Wealth Services, LLCSep 2025 to Aug 2026
- Truplan Financial PlannersJun 2025 to Aug 2026
- Wagsness, Ogdahl & AssociatesFeb 2024 to Aug 2026
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Avantax Insurance AgencyFeb 2024 to Sep 2025
- Avantax Investment Services Inc.Feb 2024 to Sep 2025
- Nylife Securities LLCSep 2022 to Feb 2024
- New York Life InsuranceAug 2022 to Feb 2024
- UnemployedMay 2022 to Aug 2022
- Willmar FabricationMay 2019 to Aug 2019
- Pezhekee National Golf CourseJun 2018 to Sep 2018
- Concordia CollegeSep 2017 to May 2022
- Hunts ResortMar 2017 to Aug 2017
- Minnewaska Area SchoolsSep 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 7581899
- Firm CRD
- 117756