Charleston, SC Office
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Sequoia Financial Group, L.L.C.
Enterprise
Firm-wide stats for Sequoia Financial Group, L.L.C.
About
Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory and related consulting to a broad client mix that includes individuals (including high‑net‑worth clients), family offices, corporations, charitable organizations, trusts and retirement plans. Services described in the brochure include model and custom portfolio management, private fund management, trustee support, estate document preparation via third parties, aggregation/reporting platforms and retirement‑plan consulting and participant education.
The firm implements portfolios through a combination of model allocations and custom solutions overseen by an Investment Policy Committee, and may use mutual funds, ETFs, individual securities, private and alternative investments and independent third‑party managers to achieve client objectives. Research and allocation decisions draw on fundamental, technical and cyclical analysis supplemented by third‑party research and regular due diligence, with periodic monitoring and quarterly model reviews and rebalancing described in the disclosure.
Sequoia’s disclosures identify several arrangements that distinguish it from many peers: it serves as sponsor and sub‑advisor to an affiliated ETF and acts as general partner/adviser to private funds, and it is under common ownership with Sequoia Tax Services while also administering the American Center for Philanthropy—relationships the firm discloses as creating potential conflicts of interest. The brochure also notes trustee support bundles and the use of fixed‑retainer or subscription‑style billing for some planning and monitoring services, a billing approach the firm documents that is less common among firms of its size.
Based on Sequoia Financial Group, L.L.C.
Expertise
Based on Sequoia Financial Group, L.L.C.
Location
997 Morrison Drive, Suite 401
Charleston SC 29403
Advisors at this office
4
Advisors at this office
Kimberly C
Series 65
Charleston, SC
Sequoia Financial Group, L.L.C.
Kimberly Chism Moore is a Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She previously spent 21 years at Family Asset Management, LLC, serving as its Chief Compliance Officer until its acquisition by Sequoia in 2024. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs both model allocations and custom portfolio solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and conducting thorough research and periodic portfolio reviews.
Andrew B
Series 63, Series 65
Charleston, SC
Sequoia Financial Group, L.L.C.
Andrew Barrett is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 65 designations and serves as president of White Point Management, LLC, a consulting firm based in Charleston, SC. His career includes roles at Family Asset Management, LLC and White Point Management, LLC, where he has held a supervisory position. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management, utilizing a range of investment vehicles and oversight from an Investment Policy Committee.
Daniel R
Series 63, Series 66
Charleston, SC
Sequoia Financial Group, L.L.C.
Daniel Russler Jr. is a financial advisor at Sequoia Financial Group, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously served as Chief Investment Officer at Family Asset Management, LLC. Sequoia Financial Advisors offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, utilizing a range of investment vehicles and regular portfolio reviews conducted by an Investment Policy Committee.
Cuyler C
CFA®, Series 63
Charleston, SC
Sequoia Financial Group, L.L.C.
Cuyler Costanzo is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and PNC Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.
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