Eric Michael Carlon
Investment adviser representative at Sequoia Financial Group, L.L.C.
21 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
21 years in the industry.
- Sequoia Financial Group, L.L.C.Oct 2025 to now
- Key Private BankMar 2024 to Oct 2025
- Key Investment Services LLCJul 2022 to Mar 2024
- KeybankJul 2022 to Mar 2024
- KeybankMay 2021 to Aug 2021
- Plastics Machinery GroupMay 2019 to Aug 2019
- Miami UniversityAug 2018 to May 2022
- WalmartMar 2018 to May 2019
- Perry Local SchoolsAug 2005 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7591560
- Firm CRD
- 117756