Zachery R. Moore
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 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
12 years in the industry.
- Sequoia Financial Group, L.L.C.Apr 2025 to now
- Carlson Capital ManagementFeb 2023 to Apr 2025
- Ctb Financial ServicesJan 2022 to Jan 2023
- University of Minnesota Twin CitiesSep 2021 to Dec 2022
- Minnesota Air National GuardJan 2019 to Jan 2025
- Interim Health CareDec 2018 to Oct 2021
- University of Minesota Twin CitiesSep 2018 to Dec 2018
- Moline MachineryJun 2017 to Aug 2018
- Blackwoods Bar & GrillJun 2016 to Jul 2018
- Esko High SchoolSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8189587
- Firm CRD
- 117756