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Gerald Paul Knotek

SEQUOIA FINANCIAL ADVISORS, L.L.C.·AKRON, Ohio
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3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2676297Firm CRD# 117756
01

About

Gerald Paul Knotek 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

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
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Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2676297
Firm CRD# 117756
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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