Unclaimed Profile

Joshua Sequoia Yager

ANODOS ADVISORS, LLC·GOLETA, California

Series 7, Series 63, Series 65Clean record29 years registeredANODOS ADVISORS, LLC

5290 OVERPASS RD, GOLETA, CA 93111CRD# 2638956Firm CRD# 140825

Profile Verification

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

Identity

Joshua Sequoia Yager · GOLETA, CA

Registration

CRD #2638956 · ANODOS ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

FINANCIAL VISION LLC

Feb 2013 – present

ANODOS ADVISORS, LLC

May 2007 – Mar 2024

GOLETA, CA

MERCER ADVISORS

Jan 1997 – May 2005

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANODOS ADVISORS, LLC

CRD 140825 · SEC 801-67288

AUM

$754M

Regulatory assets under management

Employees

198 client accounts

Services offered by ANODOS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ANODOS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Sequoia Yager offer?

Joshua Sequoia Yager specializes in Financial Planning, Investment Management. Contact their office in GOLETA, California for a consultation.

What are Joshua Sequoia Yager's credentials?

Joshua Sequoia Yager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Sequoia Yager located?

Joshua Sequoia Yager is based in GOLETA, California, working with ANODOS ADVISORS, LLC. Their office serves clients in the GOLETA metropolitan area and surrounding communities.

How does Joshua Sequoia Yager charge for services?

Joshua Sequoia Yager's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANODOS ADVISORS, LLC?

ANODOS ADVISORS, LLC has approximately 2 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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