Danielle Serlin
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.
Danielle Serlin is an investment adviser representative with Sequoia Financial Group, L.L.C. in Troy, MI, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 3 firms, including CITY Center Advisors, LLC and Corecap Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
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.
- City Center Financial, LLCApr 2022 – Oct 2022Troy, MI
- OHG MichiganAug 2016 – Jul 2017Bloomfield Hills, MI
- City Center Advisors, LLCDec 2018 – Feb 2022Troy, MI
- Team Divisha FinancialFeb 2022 – Mar 2022Bingham Farms, MI
- City Center Advisors, LLCApr 2022 – Oct 2022Troy, MI
- City Center Financial, LLCOct 2018 – Feb 2022Troy, MI
- CoreCap Advisors, Inc.May 2018 – Dec 2018Troy, MI
- Sequoia Financial GroupNov 2022 – no end date reportedTroy, MI
- City Center FinancialAug 2017 – May 2018Troy, MI
Official records & sources
Data as of August 9, 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.
Showing 12 of 247 in the directory
Similar advisors in Troy, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Serlin 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched