Martin Gaganelov
Advisor at Sequoia Financial Group, L.L.C. — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
5 years
Location
Tampa, FL 33607
Sequoia Financial Group, L.L.C.
Enterprise
Martin Gaganelov is a CFP® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at Raymond James & Associates, LPL Financial, and Northwestern Mutual Life Insurance Company. Outside of finance, he works as an on-call server and bartender for banquets at Hotel Haya Tampa on weekends. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm offers model and custom portfolio management, private fund management, and trustee support, employing a multi-faceted investment approach overseen by an Investment Policy Committee.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
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
$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)
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
Hourly charges possible for initial assessment and project work; specific rates not clearly stated
Performance fees charged for one private fund (Focus Fund) and a separate client account; legacy arrangements only, not offered to new clients
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
Tampa, FL
1410 N. Westshore Blvd., Suite 410
Tampa FL 33607
Advisors at this office
24
Florida
5 years of industry experience
Sequoia Financial Group, LLC
2025 - Present • 1 year
Tampa, FL
Raymond James & Associates
2022 - 2024 • 2 years
St Petersburg, FL
LPL Financial
2020 - 2022 • 2 years
Tampa, FL
Northbridge Financial Group, LLC
2020 - 2022 • 2 years
Tampa, FL
Unemployed
2020 - 2020 • 1 year
St. Petersburg, FL
Northwestern Mutual Life Insurance Company
2020 - 2020 • 1 year
St. Petersburg, FL
Amped Fitness
2019 - 2020 • 1 year
Pinellas Park, FL
University of Florida
2019 - 2019 • 1 year
Gainesville, FL
Tampa Bay Rowdies
2016 - 2017 • 1 year
St. Petersburg, FL
Hilton
2015 - 2018 • 3 years
St. Petersburg, FL
University of Florida
2015 - 2020 • 5 years
Gainesville, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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