Phoenix, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
2355 E. Camelback Rd., Ste. 900
Phoenix AZ 85016-9065
Advisors at this office
4
Advisors at this office
Samuel H
Series 66
Phoenix, AZ
Sequoia Financial Group, L.L.C.
Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.
Nicholas G
Series 63, Series 66
Phoenix, AZ
Sequoia Financial Group, L.L.C.
Nicholas Glueckler is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at John Hancock Investment Management, State Street Global Advisors, Morgan Stanley, Financial Engines Advisors, Turin Capital, and Merrill. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolio management strategies with a broad range of investment vehicles, supported by ongoing research, due diligence, and regular portfolio reviews.
Brady M
CFP®, Series 66
Phoeniz, AZ
Sequoia Financial Group, L.L.C.
Brady Marlow is a CFP® professional with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. His prior experience includes roles at CWM, LLC, Northwestern Mutual Wealth Management Company, and Ameriprise, among others. Outside of advisory work, he is the owner of Scopious Coaching, a life coaching business, and serves as Vice Chair of the Omaha Venture Group, a community foundation. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies and incorporates various investment vehicles such as mutual funds, ETFs, and private investments, with oversight by an Investment Policy Committee.
Carson B
Series 65
Phoenix, AZ
Sequoia Financial Group, L.L.C.
Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)