Cole Schafer has been an investment adviser representative at Sequoia Wealth Management Group since August 2026, and is not listed among the firm’s executive officers or direct owners.
Sequoia Wealth Management Group LLC is a firm with $238M under management, 90 clients and 1 adviser in one office, as of its March 2026 filing.
- – present · under a yearGardnerville, NV · Adviser representative · Firm CRD 311268
Investment adviser representative registrations
Cole Schafer is registered as an investment adviser representative in Nevada, since August 2026.
- NevadaSince 31 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cole James Schafer
- CRD
- 8324812
- Firm
- Sequoia Wealth Management Group · CRD 311268
- Office
- Gardnerville, NV
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole Schafer work?
Cole Schafer is an investment adviser representative registered through Sequoia Wealth Management Group LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cole Schafer a financial advisor?
Yes. Cole Schafer has a current investment-adviser registration in Nevada, through Sequoia Wealth Management Group since August 2026.
How many years of experience does Cole Schafer have?
Cole Schafer has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Cole Schafer passed?
Cole Schafer passed the Series 65 in August 2026.
Where is Cole Schafer based?
Cole Schafer’s registered office is in Gardnerville, NV.
Is Cole Schafer registered with FINRA?
No. Cole Schafer has no current broker registration.
How can I verify Cole Schafer’s record?
Search CRD 8324812 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Schafer’s full registration record.