Advisor at Sequoia Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sequoia Financial Group, L.L.C.
Location
Tampa, FL 33607
Credentials
CFP®, Series 66
Industry experience
4 years
Martin Gaganelov is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, with four years of industry experience. His prior roles include positions at Raymond James & Associates, LPL Financial, and Northwestern Mutual Life Insurance Company. Outside of finance, he works as an on-call server and bartender for banquets at Hotel Haya Tampa on weekends. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house models, custom portfolios, and third-party managers, supported by an Investment Policy Committee and extensive research resources.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
Financial planning fees may be flat fees starting at $1,500 and up depending on plan type and complexity.
Financial planning fees can be charged hourly based on scope and agreed in writing.
Performance fees charged for one private fund (Focus Fund) and a separate client account under legacy arrangements.
Wealth Planning Services plan updates and monitoring fees may be fixed retainer fees; fees are negotiable and communicated in written agreements.
Minimum fee: Wealth Planning Service Fees starting at $1,500 for Financial Independence Plan; up to $10,000 or negotiated for Wealth Management Plan; Trustee Support Services set-up fee up to $2,500
1410 N. Westshore Blvd., Suite 410
Tampa, FL 33607
Florida
Sequoia Financial Group, LLC
2025 - Present (1 year)
Raymond James & Associates
2022 - 2024 (2 years)
LPL Financial
2020 - 2022 (2 years)
Northbridge Financial Group, LLC
2020 - 2022 (2 years)
Unemployed
2020 - 2020 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2020 (1 year)
Amped Fitness
2019 - 2020 (1 year)
University of Florida
2019 - 2019 (1 year)
Tampa Bay Rowdies
2016 - 2017 (1 year)
Hilton
2015 - 2018 (3 years)
University of Florida
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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Capital Advisory Group
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