Nathan T Marcus
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.
Nathan T. Marcus is an investment adviser representative with Sequoia Financial Group, L.L.C. in Akron, OH, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
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.
- Sequoia Financial AdvisorsNov 2021 – Mar 2023Akron, OH
- Robert W BairdMay 2019 – Oct 2021Miamisburg, OH
- Full Time Education - Student University of DaytonAug 2016 – May 2020Dayton, OH
- Sequoia Financial AdvisorsMar 2023 – Jan 2024Akron, OH
- Sequoia Financial AdvisorsJan 2024 – Jan 2025Akron, OH
- Sequoia Financial AdvisorsJan 2025 – no end date reportedAkron, OH
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
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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. Nathan T Marcus 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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