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Leslie Nettles-Zamora

Investment Adviser Representative at Sequoia Financial Group, L.L.C.

San Antonio, TXCRD #3145029Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leslie Nettles-Zamora is an investment adviser representative with Sequoia Financial Group, L.L.C. in San Antonio, TX, where they have been registered since 2025. They have worked in the securities industry since 2017 and were previously registered with Raymond James & Associates, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

200 Concord Plaza Dr., Suite 290
San Antonio, TX 78216

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/17/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 3/10/1999
Series 7
General Securities Representative Examination
Passed 3/17/2020
SIE
Securities Industry Essentials Examination
Passed 1/17/2020
Series 7
General Securities Representative Examination
Passed 2/10/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/8/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sequoia Financial Group, L.L.C.Current
7/23/2025 – San Antonio, TX
Raymond James & Associates, Inc.
5/20/2020 – 7/18/2025San Antonio, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Raymond James & Associates Inc
    Dec 2019 – Jul 2025San Antonio, TX
  2. Comal Independent School District
    Oct 2018 – Jun 2019New Braunfels, TX
  3. Comal Independent School District
    Sep 2019 – Dec 2019New Braunfels, TX
  4. North East Independent School District
    Oct 2018 – Mar 2019San Antonio, TX
  5. Unemployed
    Jun 2012 – Sep 2018San Antonio, TX
  6. Unemployed
    Jul 2019 – Aug 2019San Antonio, TX
  7. Sequoia Financial Group, LLC
    Jul 2025 – 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

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 profile

Other advisors at Sequoia Financial Group, L.L.C.

Showing 12 of 247 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leslie Nettles-Zamora 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.

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Leslie Nettles-Zamora (Sequoia Financial Group)