Robert W. Baird &
46yrs
Top advisor by experience in Akron
3yrs
Daniel Grove has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Akron, Ohio. Daniel joined Sequoia Financial Group in 2023, a firm offering financial planning, investment management, and private fund management. Daniel holds the CFP® designation.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowSequoia Financial Group, L.l.c.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Sequoia Financial Group at 330-375-9480 and ask for Daniel Grove. Daniel works from the Akron, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel 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 Daniel 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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