Cody Daniel Koletic
Investment Adviser Representative at Sequoia Financial Group, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cody Daniel Koletic is an investment adviser representative with Sequoia Financial Group, L.L.C. in Boca Raton, FL, where they have been registered since 2022. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Facet Wealth, Inc and Atlantic Wealth Partners, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valic Financial Advisors, Inc.Nov 2014 – Jul 2017West Palm Beach, FL
- Baron Silver Stevens Financial AdvisorsJul 2017 – May 2019Boca Raton, FL
- Royal Alliance Associates, Inc.Jul 2017 – May 2019Boca Raton, FL
- Valic Financial AdvisorsJan 2015 – Aug 2017Boca Raton, FL
- Atlantic Wealth PartnersJun 2019 – Aug 2020Jupiter, FL
- N/aAug 2020 – Sep 2020Boca Raton, FL
- Facet WealthSep 2020 – Jul 2022Boca Raton, FL
- Sequoia Financial GroupAug 2022 – no end date reportedTampa, FL
- Sequoia Financial Group, L.L.C.Aug 2022 – no end date reportedAkron, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sequoia Financial Group, L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Subscription fee
- Estimated blended rate
- 0.0033
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 247
- Offices listed on AdvisorFinder:
- 17
- Main office:
- Akron, OH
- SEC file number:
- 801-61089
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Sequoia Financial Group, L.L.C.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cody Daniel Koletic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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