Vima
46yrs
Top advisor by experience in Troy
8yrs
Danielle Serlin
Financial advisor at Sequoia Financial Group
Based in Troy, Michigan, Danielle Serlin is a fiduciary financial advisor with 8 years of industry experience. Danielle joined Sequoia Financial Group in 2022, after a year at City Center Advisors and a year at Corecap Advisors. Danielle holds the CFP® designation.
One of 778 advisors with offices in Troy, and one of 725 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5480 Corporate Dr., Suite 100, Troy, MI 48098
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowSequoia Financial Group, L.l.c.Current firm
- Apr 2022 – Oct 2022City Center Advisors, LLCPreviously
- 2018 – 2022City Center Advisors, LLCPreviously
- Jun 2018 – Dec 2018Corecap AdvisorsPreviously
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Danielle
How do I contact Danielle?
Call Sequoia Financial Group at 330-375-9480 and ask for Danielle Serlin. Danielle works from the Troy, MI office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Danielle hold?
Series 65. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle 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 Danielle 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.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in Troy
Confidential Management Advisors
45yrs
Top 1% by experience in Troy
AE Wealth Management
45yrs
Top advisor by experience at AE Wealth Management
Raymond James Financial Services Advisors
44yrs
Top 1% by experience in Troy
Asset Preservation Capital
44yrs
Top 1% by experience in Troy