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William Szlag

Sequoia Financial Group, LLC

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About William Szlag

William Szlag is a financial advisor associated with Sequoia Financial Group, LLC. William has been in the industry for over five years and holds a Series 7TO, Series 66, and SIE license. William has worked with a range of clients including individuals, corporations, and charitable organizations. William’s previous experience includes working at Hantz Financial Services, Inc., and LPL Financial LLC.

Firm Information

William Szlag is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Szlag’s Registration & Firm History

OH

04/16/2024 - Present

Sequoia Financial Group, LLC (AKRON OH)

MI

10/14/2021 - 02/21/2024

LPL FINANCIAL LLC (AUBURN HILLS MI)

MI

10/28/2019 - 10/04/2021

HANTZ FINANCIAL SERVICES, INC. (ROMEO MI)

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Licenses & Designations

BOTH

Issued 09/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Szlag.
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