Unclaimed Profile

Gerald Paul Knotek

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

SIE, Series 7, Series 24, Series 63Clean record25 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2676297Firm CRD# 117756

Profile Verification

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

Identity

Gerald Paul Knotek · AKRON, OH

Registration

CRD #2676297 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 25 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Oct 2000 – present

LINSCO/PRIVATE LEDGER CORP.

Sep 2000 – Dec 2005

AKRON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 11, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEQUOIA FINANCIAL ADVISORS, L.L.C.

CRD 117756 · SEC 801-61089

AUM

$20.0B

Regulatory assets under management

Employees

276

24,703 client accounts

Services offered by SEQUOIA FINANCIAL ADVISORS, L.L.C.

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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Frequently Asked Questions

What services does Gerald Paul Knotek offer?

Gerald Paul Knotek specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Gerald Paul Knotek's credentials?

Gerald Paul Knotek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Paul Knotek located?

Gerald Paul Knotek 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 Gerald Paul Knotek charge for services?

Gerald Paul Knotek'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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