Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
29yrs
Patrick Snell has worked in the financial industry for 29 years and is a financial advisor based in Akron, Ohio. Patrick has been with Sequoia Financial Group since 2023; before that, Patrick spent 11 years at M Capital Advisors and a year at Robert W. Baird & Co.. Patrick holds the CFA designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top 9% by experience at Sequoia Financial Group
Office3500 Embassy Parkway, Akron, OH 44333
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 ?1 state
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowSequoia Financial Group, L.L.C.Current firm
- 2013 – 2023M Capital AdvisorsPreviously
- Jun 2004 – Jul 2005Robert W. Baird & Co. IncorporatedPreviously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Sequoia Financial Group at 330-375-9480 and ask for Patrick Snell. Patrick works from the Akron, OH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 9% by experience at Sequoia Financial Group.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick 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 Patrick 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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