UBS Financial Services
47yrs
Top advisor by experience in Pasadena
36yrs
Michael Hatch
Full name on record: Michael Patrick Hatch
Financial advisor at Sequoia Financial Group
Michael Hatch has worked in the financial industry for 36 years and is a financial advisor based in Pasadena, California. Michael has been with Sequoia Financial Group since 2025; before that, Michael spent seven years at Sterling Financial Group and 19 years at The Sterling Group. Michael holds the CFP® designation.
At a glance
Experience36 years (since 1990)
How that compares ?Top 4% by experience at Sequoia Financial Group
Office201 S. Lake Avenue, Suite 500, Pasadena, CA 91101
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Performance fee
Typical client at the firm ?$2.7 million
Advisors at the firm246
States licensed ?2 states
Services through Sequoia Financial Group
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowSequoia Financial Group, L.L.C.Current firm
- 2019 – 2026Sterling Financial Group, Inc.Previously
- 1999 – 2019The Sterling GroupPreviously
- 1998 – 2022LPL Financial LLCPreviously
Contact Michael
(330) 375-9480Firm headquarters in Akron, OH. Ask for Michael. 201 S. Lake Avenue, Suite 500Pasadena, CA 91101Office · Get directions LinkedIn pageSequoia Financial Group
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Sequoia Financial Group at (330) 375-9480 and ask for Michael Hatch. Michael works from the Pasadena, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1990, about 36 years. Top 4% by experience at Sequoia Financial Group.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Sequoia Financial Group reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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