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Ashley D Male

Advisor at Sequoia Financial Group, L.L.C. — Tampa, FL

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

24 years

Location

Tampa, FL 33607

Sequoia Financial Group, L.L.C. logo

Sequoia Financial Group, L.L.C.

Enterprise

Total advisors

240

Across 40 offices

Clients per advisor

46 Low

Avg AUM per client

$2,697,996 Very High

HNW client ratio

41% Very High

About

Ashley Male is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Tampa, FL, where he has worked since 2020, following an 18-year tenure at Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Client services

Based on Sequoia Financial Group, L.L.C.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequoia Financial Group, L.L.C.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Based on Sequoia Financial Group, L.L.C.

Founder/Business Owner Executive

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Fee options

Fixed

Wealth Planning Service Fees include fixed flat fees from $1,500 to $10,000+ depending on plan type; Trustee Support Services setup fee $0-$2,500

Percentage

$0+: Negotiable percentage based on assets under management; varies by client and service complexity; no specified fixed tiers explicitly stated in brochure $0 - $2,000,000: 0.2625% (Schwab Advisor Network participation fee, absorbed by fee) $2,000,001 - $5,000,000: 0.2100% (Schwab Advisor Network participation fee, absorbed by fee) $5,000,001 - $15,000,000: 0.1575% (Schwab Advisor Network participation fee, absorbed by fee) $15,000,001+: 0.1050% (Schwab Advisor Network participation fee, absorbed by fee)

Commissions

Some personnel are registered representatives of broker-dealers and may receive commissions on insurance and annuity products; commission-based advisory services exist via affiliated insurance and brokerage

Project-based

Hourly charges possible for initial assessment and project work; specific rates not clearly stated

Performance-based

Performance fees charged for one private fund (Focus Fund) and a separate client account; legacy arrangements only, not offered to new clients

Other

Minimum fee: Setup fee for Trustee Support Services ranging from $0 to $2,500 depending on complexity Fee-only: Wealth Planning Service Fees: $1,500 to $10,000+ depending on plan type, hourly fees possible; Fixed fees and hourly fees also referenced as negotiable

Location

See office

Tampa, FL

1410 N. Westshore Blvd., Suite 410

Tampa FL 33607

Advisors at this office

24

Most active in

Florida

Work history

24 years of industry experience

Sequoia Financial Group, LLC

2022 - Present • 4 years

Tampa, FL

Sequoia Financial Advisors, LLC

2020 - Present • 6 years

Tampa, FL

Sequoia Financial Group, LLC

2020 - 2022 • 2 years

Tampa, FL

Retired

2018 - 2020 • 2 years

Oviedo, FL

Charles Schwab

2000 - 2018 • 18 years

Orlando, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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