Unclaimed Profile

Michael Joseph Fischer

SEQUOIA FINANCIAL ADVISORS, INC.·PHOENIX, Arizona

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record21 years registeredSEQUOIA FINANCIAL ADVISORS, INC.

5635 EAST THOMAS ROAD, PHOENIX, AZ 85018CRD# 1057145Firm CRD# 133862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Fischer · PHOENIX, AZ

Registration

CRD #1057145 · SEQUOIA FINANCIAL ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEQUOIA FINANCIAL ADVISORS, INC.

CAPITAL INSIGHT PARTNERS, LLC

Jan 2016 – Jan 2018

Phoenix, AZ

FSC SECURITIES CORPORATION

Sep 2007 – May 2009

PHOENIX, AZ

SEQUOIA FINANCIAL ADVISORS, INC.

Mar 2005 – Feb 2016

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 11, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEQUOIA FINANCIAL ADVISORS, INC.

CRD 133862 · SEC 801-63909

AUM

$168M

Regulatory assets under management

Employees

331 client accounts

Services offered by SEQUOIA FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEQUOIA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Fischer offer?

Michael Joseph Fischer specializes in Financial Planning, Investment Management.

What are Michael Joseph Fischer's credentials?

Michael Joseph Fischer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joseph Fischer located?

Michael Joseph Fischer is based in PHOENIX, Arizona, last registered with SEQUOIA FINANCIAL ADVISORS, INC..

How does Michael Joseph Fischer charge for services?

Michael Joseph Fischer's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUOIA FINANCIAL ADVISORS, INC.?

SEQUOIA FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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