UBS Financial Services
47yrs
Top advisor by experience in Phoenix
New
Carson Busch
Financial advisor at Sequoia Financial Group
Carson Busch is a fiduciary financial advisor in Phoenix, Arizona, registered since Aug 2026. Carson joined Sequoia Financial Group in 2026, a firm offering financial planning, investment management, and private fund management. Sequoia Financial Group reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office2355 E. Camelback Rd., Suite 900, Phoenix, AZ 85016
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowSequoia Financial Group, L.L.C.Current firm
Questions to ask Carson
Tailored to Carson’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 Carson
How do I contact Carson?
Call Sequoia Financial Group at (330) 375-9480 and ask for Carson Busch. Carson works from the Phoenix, AZ office.
How long has Carson been a financial advisor?
Carson is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Carson hold?
Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson 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 Carson 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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