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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-16 |
Branch Locations
997 Morrison Drive, Suite 401, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Point Management, Llc | North Charleston | SC | 08/1998 | Present |
| Family Asset Management, Llc | Charleston | SC | 09/2009 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
YES, PRESIDENT OF WHITE POINT MANAGEMENT, LLC, A CONSULTING FIRM. LOCATED AT 293 EAST BAY STREET, CHARLESTON, SC 29401. APPROXIMATELY 5 HOURS PER MONTH FOR THIS POSITION AND ONLY MINIMAL AMOUNT DURING SECURITIES TRADING HOURS. THIS IS A SUPERVISORY ROLE ONLY. WEALTH ADVISOR AT SEQUOIA FINANCIAL GROUP, LLC - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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