Unclaimed Profile

Eric Lyle Rosenblatt

SEQUOIA FINANCIAL ADVISORS, L.L.C.·AKRON, Ohio

Clean recordSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 4531400Firm CRD# 117756

Profile Verification

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

Identity

Eric Lyle Rosenblatt · AKRON, OH

Registration

CRD #4531400 · SEQUOIA FINANCIAL ADVISORS, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Lyle Rosenblatt is a registered financial advisor based in AKRON, Ohio, affiliated with SEQUOIA FINANCIAL ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SEQUOIA FINANCIAL ADVISORS, L.L.C.

SEQUOIA FINANCIAL GROUP, L.L.C.

AUM

$20.0B

Regulatory assets under management

Employees

276

Total firm employees

View all advisors at SEQUOIA FINANCIAL ADVISORS, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4531400

Firm CRD# 117756

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Lyle Rosenblatt offer?

Eric Lyle Rosenblatt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Eric Lyle Rosenblatt's credentials?

Eric Lyle Rosenblatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Lyle Rosenblatt located?

Eric Lyle Rosenblatt is based in AKRON, Ohio, working with SEQUOIA FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Eric Lyle Rosenblatt charge for services?

Eric Lyle Rosenblatt's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUOIA FINANCIAL ADVISORS, L.L.C.?

SEQUOIA FINANCIAL ADVISORS, L.L.C. has approximately 276 employees and manages $20.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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